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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 | $29,227 | $89,370-67.3% | $141,197-79.3% | $72,976-59.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 31.26% | 111.88%-80.6pp | 71.41%-40.1pp | 81.02%-49.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,995 | $5,419+10.6% | $6,710-10.7% | $3,608+66.2% |
| Admin fee / account holder | $163 | $5,957-97.3% | $10,265-98.4% | $5,124-96.8% |