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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 | $62,957 | $91,198-31.0% | $178,503-64.7% | $79,856-21.2% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 17.07% | 24.20%-7.1pp | 151.12%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,066 | $3,237-67.1% | $5,202-79.5% | $3,741-71.5% |
| Admin fee / account holder | $275 | $6,748-95.9% | $13,987-98.0% | $5,306-94.8% |