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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 | $88,382 | $176,120-49.8% | $159,487-44.6% | $167,553-47.3% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,935 | $7,752+2.4% | $7,354+7.9% | $6,343+25.1% |
| Admin fee / account holder | $160 | $12,561-98.7% | $10,804-98.5% | $12,316-98.7% |