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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 | $23,368 | $65,712-64.4% | $57,196-59.1% | $273,972-91.5% |
| Participation rate | 45.8% | 78.3%-32.5pp | 75.3%-29.5pp | 83.0%-37.2pp |
| Annual return | 11.22% | 22.01%-10.8pp | 14.59%-3.4pp | 41.46%-30.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,331 | $3,782-38.4% | $3,096-24.7% | $5,287-55.9% |
| Admin fee / account holder | $7 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |