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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 | $26,412 | $69,541-62.0% | $59,899-55.9% | $135,380-80.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.7%-17.6pp | 82.6%-25.5pp |
| Annual return | -4.43% | 7.95%-12.4pp | 3.46%-7.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,871 | $4,206-55.5% | $3,402-45.0% | $5,609-66.6% |
| Admin fee / account holder | $272 | $5,737-95.3% | $3,592-92.4% | $10,828-97.5% |