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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 | $9,913 | $48,327-79.5% | $67,575-85.3% | $80,935-87.8% |
| Participation rate | 43.2% | 66.4%-23.2pp | 72.9%-29.7pp | 67.7%-24.4pp |
| Annual return | 26.59% | 18.31%+8.3pp | 3528.98%-3502.4pp | 35.66%-9.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,004 | $2,927-31.5% | $4,003-49.9% | $4,299-53.4% |
| Admin fee / account holder | $79 | $3,692-97.9% | $3,993-98.0% | $6,924-98.9% |