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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 | $118,107 | $105,856+11.6% | $90,161+31.0% | $147,586-20.0% |
| Participation rate | 23.1% | 79.7%-56.7pp | 76.9%-53.8pp | 82.8%-59.8pp |
| Annual return | 18.40% | 37.63%-19.2pp | 34.89%-16.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,183 | $5,733-61.9% | $5,287-58.7% | $5,439-59.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |