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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 | $145,847 | $76,407+90.9% | $150,298-3.0% | $82,448+76.9% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 13.46% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,638 | $3,214+44.3% | $5,453-14.9% | $4,139+12.0% |
| Admin fee / account holder | $6 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |