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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 | $86,050-76.3% | $189,758-89.2% | $94,015-78.3% |
| Participation rate | 57.1% | 68.9%-11.8pp | 79.8%-22.7pp | 70.8%-13.7pp |
| Annual return | 35.84% | 17.77%+18.1pp | 52.62%-16.8pp | 17.84%+18.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,051 | $3,349+140.4% | $5,856+37.5% | $4,249+89.5% |
| Admin fee / account holder | $18 | $6,627-99.7% | $20,388-99.9% | $8,951-99.8% |