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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 | $34,575 | $48,364-28.5% | $71,796-51.8% | $62,881-45.0% |
| Participation rate | 41.2% | 60.6%-19.4pp | 69.1%-27.9pp | 69.3%-28.1pp |
| Annual return | 7.20% | 13.16%-6.0pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,551 | $2,091-25.8% | $2,794-44.5% | $3,203-51.6% |
| Admin fee / account holder | $146 | $3,771-96.1% | $4,815-97.0% | $4,296-96.6% |