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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 | $81,358-47.3% | $155,556-72.4% | $80,959-47.0% |
| Participation rate | 42.4% | 66.3%-23.8pp | 78.2%-35.8pp | 67.7%-25.2pp |
| Annual return | 17.05% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $30 | $3,106-99.0% | $4,675-99.4% | $2,757-98.9% |
| Participant deferral / active EE | $3,738 | $3,455+8.2% | $5,631-33.6% | $4,300-13.1% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |