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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,264 | $185,856-56.8% | $170,028-52.8% | $139,456-42.4% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 13568.67% | 60.52%+13508.1pp | 53.39%+13515.3pp | 373.45%+13195.2pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,088 | $11,623-39.0% | $10,409-31.9% | $6,711+5.6% |
| Admin fee / account holder | $82 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |