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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 | $60,471 | $154,193-60.8% | $130,045-53.5% | $139,466-56.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 15.63% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,046 | $5,292-80.2% | $4,321-75.8% | $4,754-78.0% |
| Participant deferral / active EE | $3,200 | $6,709-52.3% | $5,820-45.0% | $6,712-52.3% |
| Admin fee / account holder | $148 | $13,989-98.9% | $10,600-98.6% | $11,409-98.7% |