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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 | $57,531 | $58,828-2.2% | $78,002-26.2% | $62,881-8.5% |
| Participation rate | 36.6% | 71.1%-34.5pp | 75.5%-38.9pp | 69.3%-32.7pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $2,686-52.9% | $3,497-63.8% | $3,203-60.5% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |