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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 | $20,911 | $51,631-59.5% | $129,397-83.8% | $80,925-74.2% |
| Participation rate | 21.6% | 56.9%-35.4pp | 69.6%-48.1pp | 67.7%-46.1pp |
| Annual return | 23.66% | 20.77%+2.9pp | 9453.98%-9430.3pp | 35.65%-12.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,540 | $2,670-42.3% | $4,167-63.0% | $4,299-64.2% |
| Admin fee / account holder | $115 | $4,309-97.3% | $7,679-98.5% | $6,940-98.3% |