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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 | $57,590-71.7% | $86,233-81.1% | $82,448-80.3% |
| Participation rate | 43.8% | 57.9%-14.1pp | 69.0%-25.3pp | 68.1%-24.3pp |
| Annual return | 21.96% | 22.41%-0.5pp | 61.39%-39.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,785 | $3,080-42.0% | $4,559-60.9% | $4,139-56.9% |
| Admin fee / account holder | $82 | $4,730-98.3% | $8,342-99.0% | $7,234-98.9% |