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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 | $110,400 | $162,529-32.1% | $130,788-15.6% | $154,746-28.7% |
| Participation rate | 14.3% | 75.9%-61.6pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 18.31% | 510.48%-492.2pp | 386.44%-368.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,840 | $4,808-61.7% | $4,137-55.5% | $6,730-72.7% |
| Admin fee / account holder | $6 | $7,669-99.9% | $6,673-99.9% | $14,365-100.0% |