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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 | $19,975 | $95,193-79.0% | $76,523-73.9% | $135,382-85.2% |
| Participation rate | 46.2% | 74.4%-28.2pp | 68.0%-21.8pp | 82.6%-36.5pp |
| Annual return | 7.60% | 4.85%+2.7pp | -0.27%+7.9pp | 519.77%-512.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $744 | $4,639-84.0% | $3,835-80.6% | $5,609-86.7% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,829-99.8% |