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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 | $56,403 | $49,249+14.5% | $70,476-20.0% | $79,852-29.4% |
| Participation rate | 16.0% | 69.2%-53.2pp | 75.1%-59.1pp | 69.6%-53.6pp |
| Annual return | 8.78% | 30.09%-21.3pp | 109.12%-100.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,274 | $2,769-54.0% | $3,710-65.7% | $3,740-65.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |