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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 | $55,496 | $84,236-34.1% | $170,435-67.4% | $70,126-20.9% |
| Participation rate | 34.4% | 70.8%-36.5pp | 83.6%-49.2pp | 69.5%-35.2pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,026 | $3,086-66.8% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $1 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |