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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 | $136,860-76.9% | $120,344-73.8% | $154,746-79.6% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 17.39% | 21.38%-4.0pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,582 | $5,793-55.4% | $5,135-49.7% | $6,730-61.6% |
| Admin fee / account holder | $130 | $15,393-99.2% | $12,742-99.0% | $14,365-99.1% |