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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 | $56,185 | $78,694-28.6% | $67,652-16.9% | $125,389-55.2% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 83.2%-15.0pp |
| Annual return | 0.79% | 9.46%-8.7pp | 6625.40%-6624.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,338 | $4,292+47.7% | $3,560+78.0% | $5,352+18.4% |
| Admin fee / account holder | $86 | $7,403-98.8% | $4,821-98.2% | $9,541-99.1% |