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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 | $28,433 | $58,311-51.2% | $81,882-65.3% | $80,959-64.9% |
| Participation rate | 42.5% | 63.5%-21.0pp | 72.4%-29.9pp | 67.7%-25.2pp |
| Annual return | 14.43% | 41.85%-27.4pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $68 | $2,347-97.1% | $2,916-97.7% | $2,757-97.6% |
| Participant deferral / active EE | $3,203 | $3,287-2.5% | $4,323-25.9% | $4,300-25.5% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |