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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 | $106,902 | $110,248-3.0% | $95,728+11.7% | $139,456-23.3% |
| Participation rate | 46.2% | 75.7%-29.6pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 22.01% | 27.16%-5.1pp | 28.40%-6.4pp | 373.45%-351.4pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,896 | $4,675-59.4% | $4,245-55.3% | $6,711-71.7% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |