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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 | $33,728 | $45,050-25.1% | $63,018-46.5% | $70,126-51.9% |
| Participation rate | 17.6% | 69.5%-51.9pp | 74.8%-57.2pp | 69.5%-51.9pp |
| Annual return | 20.95% | 18.76%+2.2pp | 87.62%-66.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,073 | $2,466-56.5% | $3,330-67.8% | $3,332-67.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |