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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 | $16,432 | $156,398-89.5% | $147,318-88.8% | $138,895-88.2% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 79.9%-24.9pp |
| Annual return | 20.59% | 78.75%-58.2pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,916 | $8,237-52.5% | $7,906-50.5% | $6,396-38.8% |
| Admin fee / account holder | $224 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |