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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 | $15,718 | $54,757-71.3% | $90,304-82.6% | $72,975-78.5% |
| Participation rate | 26.3% | 65.2%-38.8pp | 73.3%-47.0pp | 69.5%-43.2pp |
| Annual return | 52.66% | 30.63%+22.0pp | 78.13%-25.5pp | 81.01%-28.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $993 | $2,887-65.6% | $3,885-74.4% | $3,608-72.5% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |