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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 | $97,338 | $114,119-14.7% | $107,187-9.2% | $138,895-29.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 14.61% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,067 | $5,538+27.6% | $5,096+38.7% | $6,396+10.5% |
| Admin fee / account holder | $60 | $10,024-99.4% | $9,162-99.3% | $12,562-99.5% |