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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 | $226,659 | $105,867+114.1% | $90,760+149.7% | $134,532+68.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -8.48% | -10.99%+2.5pp | -12.16%+3.7pp | 418.27%-426.7pp |
| Employer contribution / active EE | $360 | $3,464-89.6% | $2,922-87.7% | $4,741-92.4% |
| Participant deferral / active EE | $6,072 | $5,217+16.4% | $4,565+33.0% | $6,401-5.1% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |