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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 | $77,834 | $63,346+22.9% | $92,240-15.6% | $70,126+11.0% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 19.07% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $410 | $2,471-83.4% | $3,680-88.9% | $2,343-82.5% |
| Participant deferral / active EE | $1,655 | $2,854-42.0% | $3,897-57.5% | $3,332-50.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |