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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 | $151,878 | $95,975+58.2% | $74,549+103.7% | $135,379+12.2% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | 12.12% | 56.96%-44.8pp | 32.53%-20.4pp | 519.79%-507.7pp |
| Employer contribution / active EE | $71 | $2,716-97.4% | $1,961-96.4% | $4,779-98.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |