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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 | $30,310 | $165,939-81.7% | $122,354-75.2% | $147,586-79.5% |
| Participation rate | 20.8% | 79.6%-58.7pp | 71.6%-50.8pp | 82.8%-62.0pp |
| Annual return | 8.07% | 34.56%-26.5pp | 30.28%-22.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,686 | $4,005-32.9% | $3,287-18.3% | $5,439-50.6% |
| Admin fee / account holder | $15 | $7,425-99.8% | $5,479-99.7% | $10,886-99.9% |