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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 | $33,801 | $50,947-33.7% | $74,551-54.7% | $64,173-47.3% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.1%-31.0pp | 69.6%-31.5pp |
| Annual return | -6.85% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,179 | $2,302-48.8% | $3,108-62.1% | $3,470-66.0% |
| Admin fee / account holder | $101 | $4,221-97.6% | $5,059-98.0% | $4,887-97.9% |