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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 | $18,835 | $49,255-61.8% | $70,494-73.3% | $79,856-76.4% |
| Participation rate | 34.1% | 69.2%-35.1pp | 75.1%-41.0pp | 69.6%-35.5pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,964 | $2,768-29.1% | $3,711-47.1% | $3,741-47.5% |
| Admin fee / account holder | $284 | $2,879-90.2% | $3,848-92.6% | $5,306-94.7% |