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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 | $32,349 | $77,901-58.5% | $149,717-78.4% | $75,181-57.0% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 19.45% | 31.73%-12.3pp | 134.41%-115.0pp | 160.69%-141.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,756 | $3,411-48.5% | $5,682-69.1% | $4,126-57.4% |
| Admin fee / account holder | $189 | $5,949-96.8% | $13,213-98.6% | $5,650-96.7% |