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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 | $128,388 | $142,426-9.9% | $115,167+11.5% | $152,909-16.0% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.5%-57.5pp |
| Annual return | 18.02% | 41.48%-23.5pp | 35.60%-17.6pp | 345.46%-327.4pp |
| Employer contribution / active EE | $795 | $4,011-80.2% | $3,179-75.0% | $4,764-83.3% |
| Participant deferral / active EE | $6,250 | $5,165+21.0% | $4,169+49.9% | $5,851+6.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |