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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 | $99,884 | $162,821-38.7% | $133,978-25.4% | $158,982-37.2% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 7.47% | 41.95%-34.5pp | 45.10%-37.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,161 | $5,910-63.4% | $5,047-57.2% | $5,983-63.9% |
| Admin fee / account holder | $10 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |