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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 | $130,972 | $166,089-21.1% | $164,928-20.6% | $145,978-10.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.51% | 100.26%-83.7pp | 70.08%-53.6pp | 550.52%-534.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,554 | $6,961-48.9% | $6,034-41.1% | $6,690-46.9% |
| Admin fee / account holder | $294 | $16,641-98.2% | $12,684-97.7% | $13,400-97.8% |