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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 | $100,073+38.4% | $85,126+62.7% | $145,877-5.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 108.15% | 84.11%+24.0pp | 66.63%+41.5pp | 551.28%-443.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,750 | $5,294+8.6% | $4,523+27.1% | $6,691-14.1% |
| Admin fee / account holder | $12 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |