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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 | $21,034 | $77,419-72.8% | $69,461-69.7% | $152,885-86.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 19.90% | 39.07%-19.2pp | 28.97%-9.1pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,438 | $4,414-67.4% | $3,536-59.3% | $5,851-75.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |