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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 | $12,742 | $39,132-67.4% | $57,196-77.7% | $62,881-79.7% |
| Participation rate | 25.0% | 70.5%-45.5pp | 75.3%-50.3pp | 69.3%-44.3pp |
| Annual return | 8.97% | 9.24%-0.3pp | 14.59%-5.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,234 | $2,374-48.0% | $3,096-60.1% | $3,203-61.5% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |