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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 | $47,597 | $132,634-64.1% | $115,768-58.9% | $137,256-65.3% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.4%-39.4pp | 80.0%-45.0pp |
| Annual return | 16.62% | 160.70%-144.1pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,326 | $5,619-58.6% | $4,917-52.7% | $6,407-63.7% |
| Admin fee / account holder | $233 | $15,028-98.4% | $12,439-98.1% | $12,270-98.1% |