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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 | $219,528 | $133,998+63.8% | $112,263+95.5% | $134,545+63.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -6.05% | 47.17%-53.2pp | 27.49%-33.5pp | 418.37%-424.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,203 | $5,292-20.6% | $4,729-11.1% | $6,401-34.3% |
| Admin fee / account holder | $231 | $7,493-96.9% | $6,410-96.4% | $11,431-98.0% |