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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 | $17,837 | $124,980-85.7% | $108,359-83.5% | $154,746-88.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 20.51% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,328 | $4,743-72.0% | $4,137-67.9% | $6,730-80.3% |
| Admin fee / account holder | $135 | $11,502-98.8% | $9,741-98.6% | $14,365-99.1% |