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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 | $158,529 | $80,983+95.8% | $96,544+64.2% | $75,177+110.9% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 17.20% | 27.05%-9.8pp | 25.88%-8.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,315 | $3,929+60.7% | $4,851+30.2% | $4,126+53.0% |
| Admin fee / account holder | $212 | $6,717-96.8% | $8,254-97.4% | $5,651-96.2% |