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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 | $94,772 | $165,399-42.7% | $149,745-36.7% | $158,982-40.4% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 19.77% | 348.34%-328.6pp | 276.72%-256.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,069 | $7,183-43.3% | $6,843-40.5% | $5,983-32.0% |
| Admin fee / account holder | $30 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |