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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 | $54,545 | $94,439-42.2% | $73,658-25.9% | $154,746-64.8% |
| Participation rate | 21.4% | 64.7%-43.2pp | 57.0%-35.6pp | 80.7%-59.3pp |
| Annual return | 17.77% | 28.25%-10.5pp | 29.72%-12.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $995 | $2,527-60.6% | $2,062-51.7% | $6,730-85.2% |
| Admin fee / account holder | $40 | $3,843-99.0% | $3,357-98.8% | $14,365-99.7% |