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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 | $171,558 | $197,637-13.2% | $177,848-3.5% | $158,982+7.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 18.27% | 58.77%-40.5pp | 48.33%-30.1pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,280 | $6,698-80.9% | $5,919-78.4% | $4,763-73.1% |
| Participant deferral / active EE | $4,000 | $8,405-52.4% | $7,714-48.1% | $5,983-33.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |