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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 | $89,552 | $81,763+9.5% | $58,561+52.9% | $139,466-35.8% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 18.88% | 7427.77%-7408.9pp | 4251.33%-4232.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $614 | $2,555-76.0% | $1,923-68.1% | $6,712-90.9% |
| Admin fee / account holder | $60 | $3,273-98.2% | $2,520-97.6% | $11,409-99.5% |