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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 | $14,063 | $45,050-68.8% | $63,018-77.7% | $70,126-79.9% |
| Participation rate | 23.9% | 69.5%-45.6pp | 74.8%-50.9pp | 69.5%-45.7pp |
| Annual return | 15.93% | 18.76%-2.8pp | 87.62%-71.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,120 | $2,466-54.6% | $3,330-66.4% | $3,332-66.4% |
| Admin fee / account holder | $33 | $2,834-98.8% | $3,601-99.1% | $4,645-99.3% |