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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 | $26,001 | $181,062-85.6% | $158,223-83.6% | $155,188-83.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 16.82% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,591 | $6,134-57.8% | $5,467-52.6% | $6,531-60.3% |
| Admin fee / account holder | $73 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |