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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 | $19,811 | $48,011-58.7% | $63,803-69.0% | $82,637-76.0% |
| Participation rate | 27.0% | 66.6%-39.5pp | 72.7%-45.7pp | 68.1%-41.0pp |
| Annual return | 14.20% | 19.84%-5.6pp | 543.72%-529.5pp | 53.51%-39.3pp |
| Employer contribution / active EE | $150 | $1,904-92.1% | $2,532-94.1% | $2,552-94.1% |
| Participant deferral / active EE | $840 | $2,846-70.5% | $3,843-78.2% | $4,126-79.7% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |