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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 | $38,649 | $136,860-71.8% | $120,344-67.9% | $154,746-75.0% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 16.13% | 21.38%-5.2pp | 20.30%-4.2pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,500 | $5,793-56.8% | $5,135-51.3% | $6,730-62.9% |
| Admin fee / account holder | $228 | $15,393-98.5% | $12,742-98.2% | $14,365-98.4% |