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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 | $113,249 | $72,465+56.3% | $67,575+67.6% | $145,884-22.4% |
| Participation rate | 13.6% | 76.9%-63.2pp | 72.9%-59.3pp | 80.3%-66.7pp |
| Annual return | 16.04% | 7222.56%-7206.5pp | 3528.98%-3512.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,098 | $4,786-77.0% | $4,003-72.6% | $6,690-83.6% |
| Admin fee / account holder | $15 | $5,515-99.7% | $3,993-99.6% | $13,392-99.9% |