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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 | $21,585 | $107,363-79.9% | $92,909-76.8% | $152,897-85.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.51% | 145.63%-121.1pp | 109.44%-84.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,944 | $4,848-39.3% | $4,238-30.5% | $5,851-49.7% |
| Admin fee / account holder | $226 | $7,082-96.8% | $5,795-96.1% | $11,599-98.1% |