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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 | $61,544 | $53,127+15.8% | $86,597-28.9% | $70,131-12.2% |
| Participation rate | 68.6% | 65.3%+3.3pp | 73.5%-5.0pp | 69.5%-1.0pp |
| Annual return | 16.35% | 27.66%-11.3pp | 964.96%-948.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,066 | $2,696+50.8% | $3,609+12.7% | $3,332+22.0% |
| Admin fee / account holder | $186 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |