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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 | $84,258 | $226,105-62.7% | $182,540-53.8% | $152,897-44.9% |
| Participation rate | 40.9% | 82.5%-41.6pp | 78.0%-37.1pp | 82.5%-41.5pp |
| Annual return | 16.77% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,820 | $6,370-55.7% | $5,525-49.0% | $5,851-51.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |