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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 | $98,119 | $181,062-45.8% | $158,223-38.0% | $155,188-36.8% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 11.50% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,451 | $6,134-60.0% | $5,467-55.2% | $6,531-62.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |