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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 | $116,493 | $209,336-44.4% | $197,124-40.9% | $137,256-15.1% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 16.61% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,097 | $9,614-67.8% | $9,135-66.1% | $6,407-51.7% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |