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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 | $23,296 | $157,296-85.2% | $141,191-83.5% | $152,897-84.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 15.13% | 64.34%-49.2pp | 71.41%-56.3pp | 345.43%-330.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,803 | $7,111-32.5% | $6,710-28.4% | $5,851-17.9% |
| Admin fee / account holder | $84 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |