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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 | $83,472 | $51,642+61.6% | $129,384-35.5% | $80,935+3.1% |
| Participation rate | 14.9% | 56.9%-42.1pp | 69.6%-54.8pp | 67.7%-52.8pp |
| Annual return | 15.42% | 20.78%-5.4pp | 9461.77%-9446.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,201 | $2,670-55.0% | $4,166-71.2% | $4,299-72.1% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |