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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 | $98,082 | $228,352-57.0% | $185,827-47.2% | $158,950-38.3% |
| Participation rate | 55.6% | 82.3%-26.8pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 7.89% | 40.81%-32.9pp | 35.96%-28.1pp | 302.91%-295.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,330 | $6,416-79.3% | $5,633-76.4% | $5,983-77.8% |
| Admin fee / account holder | $9 | $11,867-99.9% | $9,502-99.9% | $11,248-99.9% |