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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 | $9,802 | $101,618-90.4% | $93,063-89.5% | $137,256-92.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 31.39% | 223.95%-192.6pp | 34.15%-2.8pp | 220.34%-188.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,775 | $4,279+11.6% | $3,958+20.6% | $6,407-25.5% |
| Admin fee / account holder | $48 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |