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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 | $132,099-64.0% | $115,599-58.8% | $138,895-65.7% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.3%-39.3pp | 79.9%-44.9pp |
| Annual return | 16.62% | 176.76%-160.1pp | 111.10%-94.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,326 | $5,617-58.6% | $4,889-52.4% | $6,396-63.6% |
| Admin fee / account holder | $233 | $15,650-98.5% | $12,841-98.2% | $12,562-98.1% |