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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 | $147,113 | $167,353-12.1% | $143,797+2.3% | $134,545+9.3% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -0.95% | 0.48%-1.4pp | -0.04%-0.9pp | 418.37%-419.3pp |
| Employer contribution / active EE | $956 | $5,620-83.0% | $4,952-80.7% | $4,742-79.8% |
| Participant deferral / active EE | $6,773 | $6,447+5.0% | $5,638+20.1% | $6,401+5.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |