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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 | $102,938-73.9% | $94,105-71.5% | $138,895-80.7% |
| Participation rate | 28.6% | 74.6%-46.1pp | 71.9%-43.4pp | 79.9%-51.3pp |
| Annual return | 19.74% | 250.28%-230.5pp | 204.55%-184.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,168 | $4,196-72.2% | $3,881-69.9% | $6,396-81.7% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |