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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 | $11,710 | $182,442-93.6% | $163,379-92.8% | $138,895-91.6% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 17.82% | 72.74%-54.9pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,523 | $6,817-77.7% | $6,282-75.8% | $6,396-76.2% |
| Admin fee / account holder | $118 | $10,396-98.9% | $9,818-98.8% | $12,562-99.1% |