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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 | $44,498 | $148,629-70.1% | $135,982-67.3% | $139,487-68.1% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.3pp | 80.3%-53.7pp |
| Annual return | 28.61% | 79.33%-50.7pp | 68.32%-39.7pp | 373.84%-345.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,964 | $8,102-38.7% | $7,760-36.0% | $6,713-26.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |