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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 | $17,305 | $45,152-61.7% | $73,836-76.6% | $59,633-71.0% |
| Participation rate | 31.0% | 64.0%-33.1pp | 73.4%-42.5pp | 68.7%-37.7pp |
| Annual return | -1.65% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,755 | $2,573+7.1% | $3,583-23.1% | $3,192-13.7% |
| Admin fee / account holder | $238 | $3,515-93.2% | $4,882-95.1% | $4,297-94.5% |