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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 | $120,241 | $118,877+1.1% | $96,570+24.5% | $167,536-28.2% |
| Participation rate | 31.3% | 75.5%-44.2pp | 69.8%-38.6pp | 82.1%-50.9pp |
| Annual return | 18.44% | 50.50%-32.1pp | 37.79%-19.4pp | 478.82%-460.4pp |
| Employer contribution / active EE | $311 | $3,121-90.0% | $2,357-86.8% | $4,839-93.6% |
| Participant deferral / active EE | $3,397 | $4,617-26.4% | $3,849-11.8% | $6,342-46.4% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |