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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 | $16,452 | $85,171-80.7% | $172,753-90.5% | $72,976-77.5% |
| Participation rate | 32.8% | 70.1%-37.3pp | 82.6%-49.9pp | 69.5%-36.7pp |
| Annual return | 25.34% | 27.32%-2.0pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,525 | $3,260-53.2% | $5,198-70.7% | $3,608-57.7% |
| Admin fee / account holder | $100 | $5,880-98.3% | $13,956-99.3% | $5,124-98.1% |