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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 | $99,995+38.5% | $85,063+62.8% | $145,978-5.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 108.15% | 83.99%+24.2pp | 66.54%+41.6pp | 550.52%-442.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,750 | $5,295+8.6% | $4,523+27.1% | $6,690-14.0% |
| Admin fee / account holder | $12 | $7,255-99.8% | $6,155-99.8% | $13,400-99.9% |