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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 | $34,786 | $85,171-59.2% | $172,753-79.9% | $72,976-52.3% |
| Participation rate | 32.6% | 70.1%-37.5pp | 82.6%-50.1pp | 69.5%-36.9pp |
| Annual return | 23.66% | 27.32%-3.7pp | 803.00%-779.3pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,091 | $3,260-66.5% | $5,198-79.0% | $3,608-69.8% |
| Admin fee / account holder | $26 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |