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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 | $133,065 | $54,757+143.0% | $90,304+47.4% | $72,975+82.3% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 23.77% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,297 | $2,887+83.5% | $3,885+36.3% | $3,608+46.8% |
| Admin fee / account holder | $10 | $3,973-99.7% | $5,354-99.8% | $5,124-99.8% |