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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 | $75,504 | $87,166-13.4% | $76,735-1.6% | $137,256-45.0% |
| Participation rate | 38.5% | 74.4%-35.9pp | 69.5%-31.0pp | 80.0%-41.5pp |
| Annual return | 13.07% | 26.50%-13.4pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,678 | $4,726-22.2% | $4,088-10.0% | $6,407-42.6% |
| Admin fee / account holder | $24 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |