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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 | $99,886 | $211,946-52.9% | $169,452-41.1% | $135,379-26.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | 3.99% | 3.26%+0.7pp | 1.83%+2.2pp | 519.79%-515.8pp |
| Employer contribution / active EE | $38 | $5,117-99.3% | $4,157-99.1% | $4,779-99.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |