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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 | $42,892 | $81,233-47.2% | $155,567-72.4% | $80,874-47.0% |
| Participation rate | 42.4% | 66.2%-23.8pp | 78.2%-35.8pp | 67.6%-25.2pp |
| Annual return | 17.05% | 33.33%-16.3pp | 64.74%-47.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $30 | $3,101-99.0% | $4,674-99.4% | $2,756-98.9% |
| Participant deferral / active EE | $3,738 | $3,452+8.3% | $5,628-33.6% | $4,297-13.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |