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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 | $18,223 | $45,087-59.6% | $69,483-73.8% | $72,976-75.0% |
| Participation rate | 34.1% | 68.5%-34.4pp | 74.6%-40.5pp | 69.5%-35.4pp |
| Annual return | 21.52% | 22.67%-1.1pp | 28.99%-7.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $882 | $2,603-66.1% | $3,537-75.0% | $3,608-75.5% |
| Admin fee / account holder | $271 | $3,057-91.2% | $3,841-93.0% | $5,124-94.7% |