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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 | $17,907 | $28,624-37.4% | $53,647-66.6% | $82,637-78.3% |
| Participation rate | 35.6% | 47.3%-11.7pp | 56.3%-20.7pp | 68.1%-32.4pp |
| Annual return | 77.84% | 664.98%-587.1pp | 358.33%-280.5pp | 53.51%+24.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,375 | $1,196+182.2% | $1,813+86.1% | $4,126-18.2% |
| Admin fee / account holder | $230 | $2,022-88.6% | $2,460-90.7% | $7,339-96.9% |