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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 | $70,987 | $117,895-39.8% | $102,460-30.7% | $145,897-51.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 15.95% | 31.92%-16.0pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,709 | $5,736-0.5% | $5,056+12.9% | $6,689-14.7% |
| Admin fee / account holder | $1 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |