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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 | $212,386-45.2% | $199,883-41.7% | $138,895-16.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 16.61% | 47.75%-31.1pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,097 | $9,617-67.8% | $9,138-66.1% | $6,396-51.6% |
| Admin fee / account holder | $33 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |