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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 | $21,801 | $46,596-53.2% | $64,099-66.0% | $75,181-71.0% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 16.21% | 26.04%-9.8pp | 33.70%-17.5pp | 160.69%-144.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,043 | $2,837-28.0% | $3,881-47.4% | $4,126-50.5% |
| Admin fee / account holder | $42 | $2,954-98.6% | $3,070-98.6% | $5,650-99.3% |