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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 | $27,185 | $165,939-83.6% | $122,354-77.8% | $147,586-81.6% |
| Participation rate | 18.8% | 79.6%-60.8pp | 71.6%-52.9pp | 82.8%-64.1pp |
| Annual return | 13.90% | 34.56%-20.7pp | 30.28%-16.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $570 | $4,005-85.8% | $3,287-82.7% | $5,439-89.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |