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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 | $39,952 | $48,078-16.9% | $78,676-49.2% | $62,881-36.5% |
| Participation rate | 27.1% | 65.2%-38.1pp | 73.6%-46.5pp | 69.3%-42.2pp |
| Annual return | 7.45% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,284 | $2,587-50.4% | $3,517-63.5% | $3,203-59.9% |
| Admin fee / account holder | $220 | $3,206-93.1% | $4,510-95.1% | $4,296-94.9% |