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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 | $27,768 | $167,030-83.4% | $135,768-79.5% | $155,188-82.1% |
| Participation rate | 37.5% | 76.2%-38.7pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 17.83% | 678.39%-660.6pp | 526.10%-508.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,125 | $4,528-53.1% | $3,977-46.6% | $6,531-67.5% |
| Admin fee / account holder | $149 | $8,172-98.2% | $7,048-97.9% | $14,480-99.0% |