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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 | $169,887 | $77,908+118.1% | $149,696+13.5% | $75,173+126.0% |
| Participation rate | 12.8% | 65.6%-52.8pp | 78.8%-66.0pp | 67.2%-54.4pp |
| Annual return | 19.80% | 31.73%-11.9pp | 134.46%-114.7pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,474 | $3,411-56.8% | $5,682-74.1% | $4,126-64.3% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |