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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 | $17,479 | $69,252-74.8% | $64,099-72.7% | $139,456-87.5% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 15.70% | 45.89%-30.2pp | 33.70%-18.0pp | 373.45%-357.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,260 | $4,683-51.7% | $3,881-41.8% | $6,711-66.3% |
| Admin fee / account holder | $25 | $4,248-99.4% | $3,070-99.2% | $11,407-99.8% |