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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 | $30,161 | $103,392-70.8% | $87,104-65.4% | $152,897-80.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 18.30% | 28.10%-9.8pp | 28.19%-9.9pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,576 | $4,778-4.2% | $4,048+13.0% | $5,851-21.8% |
| Admin fee / account holder | $45 | $12,194-99.6% | $7,491-99.4% | $11,599-99.6% |