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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 | $102,482 | $96,956+5.7% | $69,779+46.9% | $273,972-62.6% |
| Participation rate | 16.7% | 77.1%-60.4pp | 71.8%-55.2pp | 83.0%-66.3pp |
| Annual return | 1.98% | 12.93%-11.0pp | 12.99%-11.0pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,400 | $3,744-35.9% | $2,931-18.1% | $5,287-54.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |