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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 | $116,642 | $64,311+81.4% | $57,356+103.4% | $125,389-7.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | -2.18% | 25.14%-27.3pp | 24.41%-26.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,837 | $3,846+207.8% | $3,162+274.4% | $5,352+121.2% |
| Admin fee / account holder | $7 | $5,243-99.9% | $3,357-99.8% | $9,541-99.9% |