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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 | $36,754 | $78,690-53.3% | $161,489-77.2% | $87,485-58.0% |
| Participation rate | 18.9% | 67.5%-48.5pp | 78.7%-59.8pp | 68.9%-50.0pp |
| Annual return | 13.99% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,282 | $3,311-61.3% | $5,630-77.2% | $4,274-70.0% |
| Admin fee / account holder | $21 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |