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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 | $43,030 | $47,848-10.1% | $81,473-47.2% | $70,126-38.6% |
| Participation rate | 21.2% | 58.3%-37.1pp | 68.0%-46.7pp | 69.5%-48.3pp |
| Annual return | 18.05% | 27.25%-9.2pp | 38.78%-20.7pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $875 | $2,453-64.3% | $3,537-75.3% | $3,332-73.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |