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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 | $40,574 | $46,596-12.9% | $64,099-36.7% | $75,181-46.0% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 11.84% | 26.04%-14.2pp | 33.70%-21.9pp | 160.69%-148.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,533 | $2,837-46.0% | $3,881-60.5% | $4,126-62.9% |
| Admin fee / account holder | $30 | $2,954-99.0% | $3,070-99.0% | $5,650-99.5% |