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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 | $138,474 | $100,203+38.2% | $85,240+62.5% | $145,897-5.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 108.15% | 84.28%+23.9pp | 66.75%+41.4pp | 552.29%-444.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,750 | $5,299+8.5% | $4,527+27.0% | $6,689-14.0% |
| Admin fee / account holder | $12 | $7,265-99.8% | $6,165-99.8% | $13,390-99.9% |