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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 | $25,363 | $72,177-64.9% | $115,037-78.0% | $59,633-57.5% |
| Participation rate | 45.3% | 72.6%-27.3pp | 81.4%-36.1pp | 68.7%-23.4pp |
| Annual return | 2.80% | 12.02%-9.2pp | 26.14%-23.3pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,224 | $4,783-53.5% | $6,026-63.1% | $3,192-30.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |