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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 | $26,634 | $63,082-57.8% | $81,716-67.4% | $79,852-66.6% |
| Participation rate | 46.2% | 67.5%-21.4pp | 72.0%-25.8pp | 69.6%-23.5pp |
| Annual return | 17.77% | 22.66%-4.9pp | 29.49%-11.7pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,431 | $2,780-12.6% | $7,108-65.8% | $3,740-35.0% |
| Admin fee / account holder | $20 | $4,428-99.6% | $5,159-99.6% | $5,306-99.6% |