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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 | $180,356 | $176,402+2.2% | $134,155+34.4% | $158,931+13.5% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 18.34% | 63.64%-45.3pp | 36.33%-18.0pp | 302.86%-284.5pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,844 | $4,092-30.5% | $3,499-18.7% | $5,982-52.5% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,247-99.8% |