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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 | $31,465 | $105,856-70.3% | $90,161-65.1% | $147,586-78.7% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.5pp | 82.8%-24.5pp |
| Annual return | 15.04% | 37.63%-22.6pp | 34.89%-19.8pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,571 | $5,733-37.7% | $5,287-32.5% | $5,439-34.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |