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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 | $93,034 | $56,431+64.9% | $130,788-28.9% | $87,485+6.3% |
| Participation rate | 14.6% | 58.9%-44.3pp | 70.1%-55.5pp | 68.9%-54.3pp |
| Annual return | 13.50% | 91.27%-77.8pp | 386.44%-372.9pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $823 | $2,749-70.1% | $4,137-80.1% | $4,274-80.7% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |