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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 | $88,070 | $77,449+13.7% | $69,483+26.8% | $152,909-42.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 27.10% | 39.09%-12.0pp | 28.99%-1.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,353 | $4,415+179.8% | $3,537+249.3% | $5,851+111.1% |
| Admin fee / account holder | $274 | $6,210-95.6% | $3,841-92.9% | $11,601-97.6% |