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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 | $58,194 | $100,279-42.0% | $81,353-28.5% | $145,884-60.1% |
| Participation rate | 15.4% | 74.3%-58.9pp | 69.5%-54.2pp | 80.3%-64.9pp |
| Annual return | 14.78% | 34.49%-19.7pp | 24.82%-10.0pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,180 | $4,611-31.0% | $3,885-18.1% | $6,690-52.5% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |