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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 | $36,660 | $48,078-23.7% | $78,676-53.4% | $62,881-41.7% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 14.87% | 31.36%-16.5pp | 62.19%-47.3pp | 20.14%-5.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,884 | $2,587+11.5% | $3,517-18.0% | $3,203-10.0% |
| Admin fee / account holder | $81 | $3,206-97.5% | $4,510-98.2% | $4,296-98.1% |