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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 | $87,267 | $85,060+2.6% | $70,548+23.7% | $139,456-37.4% |
| Participation rate | 35.0% | 73.9%-38.9pp | 68.3%-33.3pp | 80.3%-45.3pp |
| Annual return | 35.46% | 30.38%+5.1pp | 32.78%+2.7pp | 373.45%-338.0pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,108 | $5,890-64.2% | $4,567-53.9% | $6,711-68.6% |
| Admin fee / account holder | $282 | $8,925-96.8% | $6,424-95.6% | $11,407-97.5% |