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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 | $94,148 | $127,387-26.1% | $115,038-18.2% | $125,389-24.9% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | 0.01% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $663 | $5,166-87.2% | $4,608-85.6% | $4,866-86.4% |
| Participant deferral / active EE | $4,364 | $6,423-32.1% | $6,026-27.6% | $5,352-18.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |