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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 | $72,504 | $152,592-52.5% | $125,180-42.1% | $152,885-52.6% |
| Participation rate | 23.1% | 83.3%-60.3pp | 79.8%-56.7pp | 82.5%-59.4pp |
| Annual return | 17.35% | 54.84%-37.5pp | 43.79%-26.4pp | 345.39%-328.0pp |
| Employer contribution / active EE | $819 | $4,947-83.4% | $3,866-78.8% | $4,763-82.8% |
| Participant deferral / active EE | $2,127 | $5,868-63.7% | $4,937-56.9% | $5,851-63.6% |
| Admin fee / account holder | $6 | $13,435-100.0% | $9,703-99.9% | $11,598-100.0% |