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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 | $91,883 | $161,352-43.1% | $134,172-31.5% | $137,256-33.1% |
| Participation rate | 15.0% | 78.3%-63.3pp | 72.5%-57.5pp | 80.0%-65.0pp |
| Annual return | 19.61% | 28.72%-9.1pp | 25.30%-5.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,513 | $5,552-72.8% | $4,690-67.7% | $6,407-76.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |