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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 | $86,893 | $99,345-12.5% | $84,753+2.5% | $273,972-68.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.24% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,634 | $4,270+78.8% | $3,712+105.7% | $5,287+44.4% |
| Admin fee / account holder | $10 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |