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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 | $68,182 | $46,877+45.4% | $122,354-44.3% | $70,124-2.8% |
| Participation rate | 22.5% | 58.2%-35.7pp | 71.6%-49.1pp | 69.5%-47.0pp |
| Annual return | 15.29% | 24.22%-8.9pp | 30.28%-15.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,054 | $2,167-51.4% | $3,287-67.9% | $3,332-68.4% |
| Admin fee / account holder | $211 | $3,324-93.6% | $5,479-96.1% | $4,645-95.5% |