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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 | $43,011 | $39,132+9.9% | $57,196-24.8% | $62,881-31.6% |
| Participation rate | 17.1% | 70.5%-53.3pp | 75.3%-58.2pp | 69.3%-52.2pp |
| Annual return | 7.29% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,291 | $2,374-45.6% | $3,096-58.3% | $3,203-59.7% |
| Admin fee / account holder | $8 | $2,594-99.7% | $3,141-99.7% | $4,296-99.8% |