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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 | $147,636 | $124,330+18.7% | $109,173+35.2% | $167,536-11.9% |
| Participation rate | 42.9% | 79.5%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 10.94% | 26.04%-15.1pp | 25.75%-14.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,314 | $5,256-37.0% | $4,654-28.8% | $6,342-47.7% |
| Admin fee / account holder | $8 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |