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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 | $126,661-75.1% | $113,397-72.1% | $138,895-77.3% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 17.39% | 25.05%-7.7pp | 23.20%-5.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,582 | $5,693-54.6% | $5,076-49.1% | $6,396-59.6% |
| Admin fee / account holder | $130 | $14,549-99.1% | $11,957-98.9% | $12,562-99.0% |