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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 | $78,079 | $98,760-20.9% | $149,715-47.8% | $79,858-2.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 13.69% | 27.43%-13.7pp | 276.66%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,298 | $5,681-41.9% | $6,842-51.8% | $3,740-11.8% |
| Admin fee / account holder | $243 | $6,053-96.0% | $9,310-97.4% | $5,306-95.4% |