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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 | $31,583 | $124,425-74.6% | $112,040-71.8% | $137,256-77.0% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 17.39% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,582 | $5,718-54.9% | $5,098-49.4% | $6,407-59.7% |
| Admin fee / account holder | $130 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |