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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 | $46,013 | $81,331-43.4% | $155,534-70.4% | $80,935-43.1% |
| Participation rate | 14.5% | 66.3%-51.8pp | 78.2%-63.8pp | 67.7%-53.2pp |
| Annual return | 11.06% | 33.37%-22.3pp | 64.92%-53.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,375 | $3,454-60.2% | $5,630-75.6% | $4,299-68.0% |
| Admin fee / account holder | $151 | $7,999-98.1% | $15,900-99.1% | $6,924-97.8% |