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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 | $13,318 | $77,901-82.9% | $149,717-91.1% | $75,181-82.3% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 16.06% | 31.73%-15.7pp | 134.41%-118.3pp | 160.69%-144.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,149 | $3,411-66.3% | $5,682-79.8% | $4,126-72.2% |
| Admin fee / account holder | $151 | $5,949-97.5% | $13,213-98.9% | $5,650-97.3% |