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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 | $34,753 | $102,245-66.0% | $89,340-61.1% | $137,256-74.7% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 12.81% | 21.89%-9.1pp | 20.57%-7.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,392 | $4,436-68.6% | $3,823-63.6% | $6,407-78.3% |
| Admin fee / account holder | $168 | $8,085-97.9% | $6,704-97.5% | $12,270-98.6% |