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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 | $75,541-51.3% | $152,093-75.8% | $82,637-55.5% |
| Participation rate | 18.9% | 66.5%-47.6pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 13.99% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,282 | $3,206-60.0% | $5,451-76.5% | $4,126-68.9% |
| Admin fee / account holder | $21 | $6,405-99.7% | $14,497-99.9% | $7,339-99.7% |