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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 | $87,558 | $166,242-47.3% | $165,071-47.0% | $145,884-40.0% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.6%-49.2pp | 80.3%-50.9pp |
| Annual return | 13.92% | 100.44%-86.5pp | 70.17%-56.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,926 | $6,964-58.0% | $6,035-51.5% | $6,690-56.3% |
| Admin fee / account holder | $7 | $16,658-100.0% | $12,695-99.9% | $13,392-99.9% |