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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 | $121,367 | $226,105-46.3% | $182,540-33.5% | $152,897-20.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 23.21% | 192.58%-169.4pp | 148.58%-125.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,027 | $6,370-36.8% | $5,525-27.1% | $5,851-31.2% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |