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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 | $52,353+77.7% | $120,225-22.6% | $82,448+12.8% |
| Participation rate | 14.6% | 58.3%-43.7pp | 69.6%-54.9pp | 68.1%-53.4pp |
| Annual return | 13.50% | 61.85%-48.4pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $823 | $2,627-68.7% | $3,999-79.4% | $4,139-80.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |