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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 | $35,532 | $76,371-53.5% | $93,621-62.0% | $72,975-51.3% |
| Participation rate | 28.3% | 71.8%-43.5pp | 75.8%-47.6pp | 69.5%-41.2pp |
| Annual return | 21.32% | 25.82%-4.5pp | 32.76%-11.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,689 | $3,538-52.3% | $4,070-58.5% | $3,608-53.2% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |