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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 | $151,427-73.0% | $112,860-63.7% | $154,746-73.6% |
| Participation rate | 62.5% | 69.1%-6.6pp | 66.3%-3.8pp | 80.7%-18.2pp |
| Annual return | 15.19% | 30.95%-15.8pp | 35.26%-20.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $625 | $4,285-85.4% | $3,493-82.1% | $6,730-90.7% |
| Admin fee / account holder | $199 | $7,369-97.3% | $6,841-97.1% | $14,365-98.6% |