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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 | $66,848 | $161,352-58.6% | $134,172-50.2% | $137,256-51.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 14.88% | 28.72%-13.8pp | 25.30%-10.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $5,552+179.2% | $4,690+230.5% | $6,407+141.9% |
| Admin fee / account holder | $261 | $15,028-98.3% | $12,016-97.8% | $12,270-97.9% |