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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 | $7,448 | $72,071-89.7% | $68,368-89.1% | $137,256-94.6% |
| Participation rate | 29.2% | 76.2%-47.1pp | 73.8%-44.6pp | 80.0%-50.8pp |
| Annual return | 19.51% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,164 | $4,410-73.6% | $4,123-71.8% | $6,407-81.8% |
| Admin fee / account holder | $276 | $5,336-94.8% | $5,150-94.6% | $12,270-97.8% |