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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 | $28,908 | $50,554-42.8% | $67,681-57.3% | $87,485-67.0% |
| Participation rate | 44.1% | 67.7%-23.7pp | 73.7%-29.7pp | 68.9%-24.9pp |
| Annual return | 12.55% | 17.81%-5.3pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,321 | $2,961-55.4% | $3,976-66.8% | $4,274-69.1% |
| Admin fee / account holder | $36 | $4,132-99.1% | $6,100-99.4% | $7,775-99.5% |