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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 | $103,164-66.3% | $90,259-61.5% | $154,746-77.5% |
| Participation rate | 36.4% | 76.1%-39.7pp | 70.7%-34.4pp | 80.7%-44.3pp |
| Annual return | 12.81% | 19.25%-6.4pp | 18.88%-6.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,392 | $4,422-68.5% | $3,827-63.6% | $6,730-79.3% |
| Admin fee / account holder | $168 | $8,593-98.0% | $7,267-97.7% | $14,365-98.8% |