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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 | $33,119 | $157,276-78.9% | $141,177-76.5% | $152,885-78.3% |
| Participation rate | 52.2% | 84.8%-32.6pp | 82.5%-30.3pp | 82.5%-30.3pp |
| Annual return | 16.78% | 64.33%-47.6pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,493 | $7,110-50.9% | $6,710-47.9% | $5,851-40.3% |
| Admin fee / account holder | $145 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |