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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 | $22,317 | $40,264-44.6% | $57,349-61.1% | $59,633-62.6% |
| Participation rate | 10.2% | 69.2%-59.0pp | 75.1%-64.9pp | 68.7%-58.5pp |
| Annual return | -0.52% | 27.51%-28.0pp | 24.40%-24.9pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,134 | $2,400-52.7% | $3,162-64.1% | $3,192-64.5% |
| Admin fee / account holder | $277 | $2,819-90.2% | $3,356-91.7% | $4,297-93.5% |