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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 | $75,153 | $202,342-62.9% | $172,752-56.5% | $152,897-50.8% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.5%-14.0pp |
| Annual return | 14.49% | 1029.83%-1015.3pp | 802.97%-788.5pp | 345.43%-330.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,087 | $5,948-48.1% | $5,198-40.6% | $5,851-47.2% |
| Admin fee / account holder | $7 | $17,111-100.0% | $13,955-100.0% | $11,599-99.9% |