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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 | $76,407-51.9% | $150,298-75.5% | $82,448-55.4% |
| Participation rate | 18.9% | 66.4%-47.5pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 13.99% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,282 | $3,214-60.1% | $5,453-76.5% | $4,139-69.0% |
| Admin fee / account holder | $21 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |