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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 | $36,486 | $57,045-36.0% | $149,748-75.6% | $57,045-36.0% |
| Participation rate | 27.6% | 80.5%-52.9pp | 63.8%-36.2pp | 80.5%-52.9pp |
| Annual return | 19.74% | -16.56%+36.3pp | 14.53%+5.2pp | -16.56%+36.3pp |
| Employer contribution / active EE | $785 | $2,813-72.1% | $7850% | $2,813-72.1% |
| Participant deferral / active EE | $2,716 | $3,514-22.7% | $4,275-36.5% | $3,514-22.7% |
| Admin fee / account holder | $20 | $1,022-98.0% | $3,273-99.4% | $1,022-98.0% |