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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 | $81,630 | $39,162+108.4% | $100,671-18.9% | $59,633+36.9% |
| Participation rate | 52.8% | 55.9%-3.0pp | 70.7%-17.9pp | 68.7%-15.8pp |
| Annual return | -1.50% | 21.07%-22.6pp | 20.43%-21.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,040 | $1,992+102.8% | $3,144+28.5% | $3,192+26.6% |
| Admin fee / account holder | $86 | $2,969-97.1% | $4,850-98.2% | $4,297-98.0% |