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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 | $27,367 | $81,358-66.4% | $155,556-82.4% | $80,959-66.2% |
| Participation rate | 30.6% | 66.3%-35.7pp | 78.2%-47.6pp | 67.7%-37.1pp |
| Annual return | 12.93% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,833 | $3,455-46.9% | $5,631-67.4% | $4,300-57.4% |
| Admin fee / account holder | $173 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |