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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 | $74,404 | $77,472-4.0% | $100,415-25.9% | $80,959-8.1% |
| Participation rate | 34.5% | 76.9%-42.4pp | 81.5%-47.0pp | 67.7%-33.1pp |
| Annual return | 15.53% | 37.26%-21.7pp | 49.47%-33.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,717 | $6,818-45.5% | $8,091-54.1% | $4,300-13.6% |
| Admin fee / account holder | $139 | $5,885-97.6% | $7,906-98.2% | $6,925-98.0% |