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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 | $10,614 | $61,125-82.6% | $94,057-88.7% | $87,485-87.9% |
| Participation rate | 34.4% | 64.1%-29.7pp | 73.3%-39.0pp | 68.9%-34.6pp |
| Annual return | 17.89% | 35.20%-17.3pp | 480.62%-462.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $890 | $3,260-72.7% | $4,709-81.1% | $4,274-79.2% |
| Admin fee / account holder | $86 | $5,629-98.5% | $7,244-98.8% | $7,775-98.9% |