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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 | $25,080 | $97,881-74.4% | $80,004-68.7% | $125,389-80.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 73.0%-33.0pp | 83.2%-43.2pp |
| Annual return | -2.59% | 9.36%-11.9pp | 7.63%-10.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $664 | $3,744-82.3% | $3,204-79.3% | $5,352-87.6% |
| Admin fee / account holder | $296 | $6,278-95.3% | $5,033-94.1% | $9,541-96.9% |