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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 | $18,941 | $49,255-61.5% | $70,494-73.1% | $79,856-76.3% |
| Participation rate | 43.2% | 69.2%-26.0pp | 75.1%-31.9pp | 69.6%-26.5pp |
| Annual return | 16.95% | 30.10%-13.2pp | 109.16%-92.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,016 | $2,768-63.3% | $3,711-72.6% | $3,741-72.8% |
| Admin fee / account holder | $256 | $2,879-91.1% | $3,848-93.3% | $5,306-95.2% |