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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 | $73,107-84.8% | $114,563-90.3% | $87,485-87.3% |
| Participation rate | 17.2% | 65.8%-48.5pp | 72.9%-55.7pp | 68.9%-51.7pp |
| Annual return | 33.20% | 19.47%+13.7pp | 241.09%-207.9pp | 26.06%+7.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,192 | $3,144-62.1% | $4,142-71.2% | $4,274-72.1% |
| Admin fee / account holder | $0 | $5,770-100.0% | $7,623-100.0% | $7,775-100.0% |