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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 | $17,031 | $181,062-90.6% | $158,223-89.2% | $155,188-89.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 10.49% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,109 | $6,134-65.6% | $5,467-61.4% | $6,531-67.7% |
| Admin fee / account holder | $256 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |