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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 | $84,762 | $51,631+64.2% | $129,397-34.5% | $80,925+4.7% |
| Participation rate | 25.9% | 56.9%-31.0pp | 69.6%-43.7pp | 67.7%-41.7pp |
| Annual return | 19.96% | 20.77%-0.8pp | 9453.98%-9434.0pp | 35.65%-15.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,451 | $2,670-45.6% | $4,167-65.2% | $4,299-66.2% |
| Admin fee / account holder | $37 | $4,309-99.1% | $7,679-99.5% | $6,940-99.5% |