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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 | $77,324 | $185,856-58.4% | $170,028-54.5% | $139,456-44.6% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 15.39% | 60.52%-45.1pp | 53.39%-38.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,122 | $11,623-73.1% | $10,409-70.0% | $6,711-53.5% |
| Admin fee / account holder | $87 | $15,387-99.4% | $12,820-99.3% | $11,407-99.2% |