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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 | $16,614 | $156,398-89.4% | $147,318-88.7% | $138,895-88.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 23.52% | 78.75%-55.2pp | 70.43%-46.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,958 | $8,237-64.1% | $7,906-62.6% | $6,396-53.7% |
| Admin fee / account holder | $151 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |