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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 | $244,042 | $45,050+441.7% | $63,018+287.3% | $70,126+248.0% |
| Participation rate | 42.3% | 69.5%-27.2pp | 74.8%-32.5pp | 69.5%-27.3pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,647 | $2,466-33.2% | $3,330-50.5% | $3,332-50.6% |
| Admin fee / account holder | $187 | $2,834-93.4% | $3,601-94.8% | $4,645-96.0% |