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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 | $71,434 | $69,541+2.7% | $59,899+19.3% | $135,380-47.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -0.32% | 7.95%-8.3pp | 3.46%-3.8pp | 519.81%-520.1pp |
| Employer contribution / active EE | $248 | $3,236-92.3% | $2,723-90.9% | $4,779-94.8% |
| Participant deferral / active EE | $10,817 | $4,206+157.2% | $3,402+217.9% | $5,609+92.8% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |