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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 | $28,717 | $30,385-5.5% | $56,054-48.8% | $74,400-61.4% |
| Participation rate | 17.6% | 32.9%-15.3pp | 52.5%-34.9pp | 67.2%-49.6pp |
| Annual return | 14.19% | 24.92%-10.7pp | 1705.95%-1691.8pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,326 | $1,174+12.9% | $1,952-32.1% | $4,348-69.5% |
| Admin fee / account holder | $0 | $2,361-100.0% | $2,822-100.0% | $1,944-100.0% |