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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 | $96,529 | $77,962+23.8% | $178,540-45.9% | $80,935+19.3% |
| Participation rate | 31.3% | 65.7%-34.4pp | 77.1%-45.9pp | 67.7%-36.4pp |
| Annual return | 12.43% | 18.10%-5.7pp | 27.15%-14.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,682 | $4,404-39.1% | $6,281-57.3% | $4,299-37.6% |
| Admin fee / account holder | $0 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |