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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 | $68,417 | $110,410-38.0% | $102,437-33.2% | $145,897-53.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 12.37% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $416 | $4,217-90.1% | $3,871-89.3% | $4,663-91.1% |
| Participant deferral / active EE | $2,990 | $5,622-46.8% | $5,060-40.9% | $6,689-55.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |