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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 | $98,283 | $167,352-41.3% | $143,788-31.6% | $134,509-26.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -10.26% | 0.47%-10.7pp | -0.03%-10.2pp | 418.13%-428.4pp |
| Employer contribution / active EE | $635 | $5,620-88.7% | $4,952-87.2% | $4,741-86.6% |
| Participant deferral / active EE | $4,254 | $6,447-34.0% | $5,638-24.5% | $6,400-33.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |