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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 | $11,145 | $101,618-89.0% | $93,063-88.0% | $137,256-91.9% |
| Participation rate | 43.8% | 74.9%-31.2pp | 72.1%-28.4pp | 80.0%-36.2pp |
| Annual return | 19.19% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $672 | $4,279-84.3% | $3,958-83.0% | $6,407-89.5% |
| Admin fee / account holder | $61 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |