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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 | $40,912 | $116,167-64.8% | $64,489-36.6% | $137,256-70.2% |
| Participation rate | 62.5% | 68.2%-5.7pp | 67.7%-5.2pp | 80.0%-17.5pp |
| Annual return | 15.19% | 36.55%-21.4pp | 55.03%-39.8pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $625 | $4,215-85.2% | $2,778-77.5% | $6,407-90.2% |
| Admin fee / account holder | $199 | $6,188-96.8% | $4,260-95.3% | $12,270-98.4% |