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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 | $182,184 | $81,504+123.5% | $102,437+77.8% | $80,959+125.0% |
| Participation rate | 13.8% | 66.9%-53.1pp | 74.5%-60.7pp | 67.7%-53.9pp |
| Annual return | 14.96% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $508 | $3,104-83.6% | $3,871-86.9% | $2,757-81.6% |
| Participant deferral / active EE | $3,690 | $3,871-4.7% | $5,060-27.1% | $4,300-14.2% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |