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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 | $56,116+65.8% | $135,768-31.5% | $86,983+7.0% |
| Participation rate | 14.6% | 60.1%-45.5pp | 71.1%-56.4pp | 69.5%-54.9pp |
| Annual return | 13.50% | 125.33%-111.8pp | 526.10%-512.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $823 | $2,690-69.4% | $3,977-79.3% | $4,194-80.4% |
| Admin fee / account holder | $0 | $4,314-100.0% | $7,048-100.0% | $7,856-100.0% |