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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 | $44,851 | $102,547-56.3% | $78,210-42.7% | $147,586-69.6% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.7%-7.2pp | 82.8%-21.3pp |
| Annual return | 17.51% | 51.08%-33.6pp | 40.90%-23.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $987 | $3,481-71.7% | $2,823-65.0% | $5,439-81.9% |
| Admin fee / account holder | $237 | $5,059-95.3% | $3,758-93.7% | $10,886-97.8% |