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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 | $54,027 | $85,094-36.5% | $76,327-29.2% | $145,884-63.0% |
| Participation rate | 40.0% | 82.9%-42.9pp | 79.2%-39.2pp | 80.3%-40.3pp |
| Annual return | 24.48% | 13.13%+11.3pp | 13.79%+10.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,190 | $6,390-50.1% | $5,478-41.8% | $6,690-52.3% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |