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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 | $41,171 | $141,004-70.8% | $112,273-63.3% | $139,466-70.5% |
| Participation rate | 38.5% | 79.2%-40.7pp | 72.4%-34.0pp | 80.3%-41.9pp |
| Annual return | 11.22% | 32.75%-21.5pp | 30.23%-19.0pp | 373.66%-362.4pp |
| Employer contribution / active EE | $706 | $4,285-83.5% | $3,431-79.4% | $4,754-85.1% |
| Participant deferral / active EE | $2,728 | $5,878-53.6% | $4,800-43.2% | $6,712-59.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |