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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 | $87,217 | $43,749+99.4% | $158,223-44.9% | $65,306+33.6% |
| Participation rate | 20.4% | 56.9%-36.5pp | 79.2%-58.8pp | 57.7%-37.3pp |
| Annual return | 19.57% | 19.41%+0.2pp | 52.09%-32.5pp | 21.94%-2.4pp |
| Employer contribution / active EE | $30 | $1,497-98.0% | $4,109-99.3% | $1,967-98.5% |
| Participant deferral / active EE | $2,052 | $2,019+1.6% | $5,467-62.5% | $2,959-30.7% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |