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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 | $60,745 | $227,399-73.3% | $189,758-68.0% | $198,609-69.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 30.18% | 61.03%-30.8pp | 52.62%-22.4pp | 202.70%-172.5pp |
| Employer contribution / active EE | $600 | $5,526-89.1% | $4,767-87.4% | $5,055-88.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |