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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 | $11,091 | $63,354-82.5% | $94,105-88.2% | $82,637-86.6% |
| Participation rate | 17.2% | 63.8%-46.6pp | 71.9%-54.7pp | 68.1%-50.8pp |
| Annual return | 33.20% | 34.36%-1.2pp | 204.55%-171.4pp | 53.51%-20.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,192 | $2,873-58.5% | $3,881-69.3% | $4,126-71.1% |
| Admin fee / account holder | $0 | $5,073-100.0% | $6,199-100.0% | $7,339-100.0% |