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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 | $14,343 | $45,082-68.2% | $69,464-79.4% | $72,975-80.3% |
| Participation rate | 25.8% | 68.5%-42.7pp | 74.6%-48.8pp | 69.5%-43.7pp |
| Annual return | 26.37% | 22.66%+3.7pp | 28.98%-2.6pp | 81.01%-54.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,371 | $2,604-8.9% | $3,536-32.9% | $3,608-34.3% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |