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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 | $128,676 | $178,174-27.8% | $156,181-17.6% | $137,256-6.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 21.01% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,648 | $6,888-61.6% | $6,132-56.8% | $6,407-58.7% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |