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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 | $84,625 | $110,379-23.3% | $102,412-17.4% | $145,884-42.0% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.5%-65.4pp | 80.3%-71.2pp |
| Annual return | 10.58% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $254 | $4,216-94.0% | $3,870-93.4% | $4,662-94.5% |
| Participant deferral / active EE | $2,091 | $5,622-62.8% | $5,060-58.7% | $6,690-68.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |