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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 | $171,085 | $185,312-7.7% | $161,489+5.9% | $154,746+10.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 13.19% | 103.84%-90.7pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $935 | $4,769-80.4% | $4,268-78.1% | $4,379-78.7% |
| Participant deferral / active EE | $2,000 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |