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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 | $26,784 | $39,132-31.6% | $57,196-53.2% | $62,881-57.4% |
| Participation rate | 21.5% | 70.5%-48.9pp | 75.3%-53.8pp | 69.3%-47.8pp |
| Annual return | 82.31% | 9.24%+73.1pp | 14.59%+67.7pp | 20.14%+62.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,887 | $2,374-20.5% | $3,096-39.1% | $3,203-41.1% |
| Admin fee / account holder | $276 | $2,594-89.4% | $3,141-91.2% | $4,296-93.6% |