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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 | $26,055 | $84,236-69.1% | $170,435-84.7% | $70,126-62.8% |
| Participation rate | 31.9% | 70.8%-38.9pp | 83.6%-51.7pp | 69.5%-37.6pp |
| Annual return | 20.97% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $862 | $3,086-72.1% | $4,939-82.6% | $3,332-74.1% |
| Admin fee / account holder | $19 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |