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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 | $142,068 | $132,310+7.4% | $105,754+34.3% | $273,972-48.1% |
| Participation rate | 63.6% | 83.2%-19.6pp | 78.9%-15.3pp | 83.0%-19.4pp |
| Annual return | 9.53% | 10.08%-0.5pp | 12.25%-2.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $999 | $4,867-79.5% | $4,079-75.5% | $4,869-79.5% |
| Participant deferral / active EE | $3,406 | $6,233-45.4% | $5,326-36.0% | $5,287-35.6% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |