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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 | $43,591 | $77,449-43.7% | $69,483-37.3% | $152,909-71.5% |
| Participation rate | 31.3% | 78.1%-46.8pp | 74.6%-43.3pp | 82.5%-51.2pp |
| Annual return | 18.39% | 39.09%-20.7pp | 28.99%-10.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,337 | $4,415-69.7% | $3,537-62.2% | $5,851-77.1% |
| Admin fee / account holder | $230 | $6,210-96.3% | $3,841-94.0% | $11,601-98.0% |