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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 | $26,835 | $126,113-78.7% | $116,096-76.9% | $155,188-82.7% |
| Participation rate | 28.6% | 75.1%-46.6pp | 73.3%-44.7pp | 80.8%-52.2pp |
| Annual return | 19.74% | 391.72%-372.0pp | 326.25%-306.5pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,168 | $4,162-71.9% | $3,952-70.4% | $6,531-82.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |