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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 | $91,143 | $103,949-12.3% | $69,182+31.7% | $273,972-66.7% |
| Participation rate | 40.0% | 67.4%-27.4pp | 55.1%-15.1pp | 83.0%-43.0pp |
| Annual return | 1.44% | 35.28%-33.8pp | -21.93%+23.4pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,325 | $2,716+132.8% | $1,897+233.4% | $5,287+19.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |