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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 | $57,782 | $48,011+20.4% | $63,803-9.4% | $82,637-30.1% |
| Participation rate | 34.4% | 66.6%-32.2pp | 72.7%-38.3pp | 68.1%-33.7pp |
| Annual return | 13.18% | 19.84%-6.7pp | 543.72%-530.5pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,187 | $2,846-23.2% | $3,843-43.1% | $4,126-47.0% |
| Admin fee / account holder | $2 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |