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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 | $30,290 | $118,488-74.4% | $98,462-69.2% | $139,487-78.3% |
| Participation rate | 20.0% | 77.5%-57.5pp | 75.2%-55.2pp | 80.3%-60.3pp |
| Annual return | 12.92% | 18.96%-6.0pp | 21.17%-8.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,200 | $5,393-40.7% | $4,738-32.5% | $6,713-52.3% |
| Admin fee / account holder | $267 | $13,868-98.1% | $8,875-97.0% | $11,407-97.7% |