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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 | $239,602 | $183,592+30.5% | $155,567+54.0% | $145,959+64.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 38.05% | 61.24%-23.2pp | 64.74%-26.7pp | 561.95%-523.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,205 | $6,464-4.0% | $5,628+10.3% | $6,689-7.2% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |