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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 | $95,089 | $157,304-39.6% | $141,197-32.7% | $152,909-37.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 19.20% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,610 | $7,111-63.3% | $6,710-61.1% | $5,851-55.4% |
| Admin fee / account holder | $288 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |