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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 | $128,889 | $115,796+11.3% | $101,264+27.3% | $158,950-18.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 15.59% | 56.15%-40.6pp | 46.48%-30.9pp | 302.91%-287.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,527 | $4,958-49.0% | $4,370-42.2% | $5,983-57.8% |
| Admin fee / account holder | $46 | $7,247-99.4% | $5,947-99.2% | $11,248-99.6% |