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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 | $240,553 | $160,070+50.3% | $147,117+63.5% | $145,897+64.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.11% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,333 | $8,419+82.1% | $8,065+90.1% | $6,689+129.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |