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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 | $45,306 | $35,183+28.8% | $73,550-38.4% | $70,126-35.4% |
| Participation rate | 10.6% | 42.9%-32.3pp | 54.9%-44.3pp | 69.5%-58.9pp |
| Annual return | 26.83% | 26.90%-0.1pp | -15.16%+42.0pp | 73.15%-46.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $387 | $1,220-68.3% | $1,804-78.5% | $3,332-88.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |