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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 | $98,653 | $227,399-56.6% | $189,758-48.0% | $198,609-50.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.17% | 61.03%-42.9pp | 52.62%-34.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,454 | $5,526-73.7% | $4,767-69.5% | $5,055-71.2% |
| Participant deferral / active EE | $10,782 | $6,837+57.7% | $5,856+84.1% | $6,977+54.5% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |