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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 | $30,451 | $140,578-78.3% | $100,671-69.8% | $125,389-75.7% |
| Participation rate | 0.0% | 80.4%-80.4pp | 70.7%-70.7pp | 83.2%-83.2pp |
| Annual return | 21.21% | 24.67%-3.5pp | 20.43%+0.8pp | 282.24%-261.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,421 | $3,981+11.0% | $3,144+40.6% | $5,352-17.4% |
| Admin fee / account holder | $2 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |