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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 | $126,167 | $85,515+47.5% | $112,040+12.6% | $67,986+85.6% |
| Participation rate | 49.1% | 68.2%-19.1pp | 76.5%-27.4pp | 57.2%-8.1pp |
| Annual return | 14.73% | 29.68%-14.9pp | 24.52%-9.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,807 | $4,014-30.1% | $5,098-44.9% | $3,358-16.4% |
| Admin fee / account holder | $57 | $3,774-98.5% | $12,098-99.5% | $3,203-98.2% |