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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 | $7,679 | $76,407-90.0% | $150,298-94.9% | $82,448-90.7% |
| Participation rate | 32.0% | 66.4%-34.4pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 20.91% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,082 | $3,214-66.3% | $5,453-80.1% | $4,139-73.9% |
| Admin fee / account holder | $72 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |