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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 | $86,050-57.3% | $189,758-80.6% | $94,015-60.9% |
| Participation rate | 18.9% | 68.9%-50.0pp | 79.8%-60.9pp | 70.8%-51.9pp |
| Annual return | 13.99% | 17.77%-3.8pp | 52.62%-38.6pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,282 | $3,349-61.7% | $5,856-78.1% | $4,249-69.8% |
| Admin fee / account holder | $21 | $6,627-99.7% | $20,388-99.9% | $8,951-99.8% |