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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 | $96,360 | $121,677-20.8% | $104,625-7.9% | $158,966-39.4% |
| Participation rate | 58.3% | 77.5%-19.2pp | 74.1%-15.7pp | 82.0%-23.6pp |
| Annual return | 18.27% | 465.58%-447.3pp | 340.60%-322.3pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,346 | $4,175-43.8% | $3,738-37.2% | $5,983-60.8% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |