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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 | $16,272 | $58,057-72.0% | $97,032-83.2% | $86,983-81.3% |
| Participation rate | 43.8% | 60.4%-16.6pp | 71.6%-27.8pp | 69.5%-25.8pp |
| Annual return | 21.96% | 22.26%-0.3pp | 35.38%-13.4pp | 25.83%-3.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,785 | $3,244-45.0% | $4,672-61.8% | $4,194-57.4% |
| Admin fee / account holder | $82 | $4,839-98.3% | $9,418-99.1% | $7,856-99.0% |