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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 | $61,407 | $85,171-27.9% | $172,753-64.5% | $72,976-15.9% |
| Participation rate | 48.4% | 70.1%-21.6pp | 82.6%-34.2pp | 69.5%-21.1pp |
| Annual return | 19.05% | 27.32%-8.3pp | 803.00%-784.0pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,435 | $3,260+5.4% | $5,198-33.9% | $3,608-4.8% |
| Admin fee / account holder | $10 | $5,880-99.8% | $13,956-99.9% | $5,124-99.8% |