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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 | $15,573 | $114,013-86.3% | $103,693-85.0% | $155,188-90.0% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 19.59% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,303 | $4,970-53.7% | $4,579-49.7% | $6,531-64.7% |
| Admin fee / account holder | $12 | $8,407-99.9% | $7,858-99.8% | $14,480-99.9% |