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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 | $52,364 | $58,512-10.5% | $84,016-37.7% | $72,986-28.3% |
| Participation rate | 10.7% | 61.2%-50.5pp | 69.0%-58.3pp | 69.5%-58.8pp |
| Annual return | 29.29% | 28.93%+0.4pp | 71.31%-42.0pp | 81.01%-51.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,418 | $2,394+1.0% | $3,239-25.3% | $3,607-33.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |