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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 | $219,978 | $106,749+106.1% | $145,433+51.3% | $82,448+166.8% |
| Participation rate | 12.9% | 75.6%-62.7pp | 82.1%-69.2pp | 68.1%-55.2pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $362 | $3,444-89.5% | $4,554-92.1% | $2,551-85.8% |
| Participant deferral / active EE | $3,065 | $6,519-53.0% | $7,897-61.2% | $4,139-26.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |