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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 | $29,399 | $55,457-47.0% | $77,361-62.0% | $94,015-68.7% |
| Participation rate | 28.0% | 69.8%-41.8pp | 75.0%-47.0pp | 70.8%-42.8pp |
| Annual return | 11.02% | 15.57%-4.6pp | 1011.54%-1000.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $270 | $2,255-88.0% | $2,990-91.0% | $2,790-90.3% |
| Participant deferral / active EE | $1,769 | $3,069-42.4% | $3,911-54.8% | $4,249-58.4% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |