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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 | $36,411 | $65,712-44.6% | $57,196-36.3% | $273,972-86.7% |
| Participation rate | 42.1% | 78.3%-36.2pp | 75.3%-33.2pp | 83.0%-40.9pp |
| Annual return | 8.44% | 22.01%-13.6pp | 14.59%-6.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,475 | $3,782+18.3% | $3,096+44.5% | $5,287-15.4% |
| Admin fee / account holder | $181 | $4,838-96.3% | $3,141-94.2% | $10,133-98.2% |