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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 | $0 | $76,367-100.0% | $93,614-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 26.04% | 25.82%+0.2pp | 32.76%-6.7pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,467 | $3,538-58.5% | $4,069-64.0% | $3,608-59.3% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,889-100.0% | $5,124-100.0% |