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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 | $20,418 | $76,407-73.3% | $150,298-86.4% | $82,448-75.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 35.84% | 39.99%-4.2pp | 62.79%-26.9pp | 41.64%-5.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,051 | $3,214+150.5% | $5,453+47.7% | $4,139+94.5% |
| Admin fee / account holder | $18 | $6,352-99.7% | $14,116-99.9% | $7,234-99.8% |