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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 | $136,785 | $212,386-35.6% | $199,883-31.6% | $138,895-1.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 13.03% | 47.75%-34.7pp | 43.81%-30.8pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,456 | $9,617-64.1% | $9,138-62.2% | $6,396-46.0% |
| Admin fee / account holder | $259 | $18,233-98.6% | $17,268-98.5% | $12,562-97.9% |