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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 | $49,770 | $158,827-68.7% | $121,208-58.9% | $135,382-63.2% |
| Participation rate | 17.6% | 79.3%-61.7pp | 71.8%-54.1pp | 82.6%-65.0pp |
| Annual return | 1.12% | -0.64%+1.8pp | 16.93%-15.8pp | 519.77%-518.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,700 | $4,006-57.6% | $3,345-49.2% | $5,609-69.7% |
| Admin fee / account holder | $236 | $6,514-96.4% | $5,020-95.3% | $10,829-97.8% |