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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 | $142,416 | $217,432-34.5% | $185,849-23.4% | $167,536-15.0% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 24.43% | 148.42%-124.0pp | 122.10%-97.7pp | 478.82%-454.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |