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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 | $26,737 | $182,442-85.3% | $163,379-83.6% | $138,895-80.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 16.01% | 72.74%-56.7pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,823 | $6,817-58.6% | $6,282-55.1% | $6,396-55.9% |
| Admin fee / account holder | $58 | $10,396-99.4% | $9,818-99.4% | $12,562-99.5% |