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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 | $111,067 | $174,379-36.3% | $152,093-27.0% | $138,895-20.0% |
| Participation rate | 36.4% | 81.6%-45.3pp | 77.8%-41.4pp | 79.9%-43.6pp |
| Annual return | 15.33% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,365 | $6,159-61.6% | $5,451-56.6% | $6,396-63.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |