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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 | $65,003 | $65,712-1.1% | $57,196+13.6% | $273,972-76.3% |
| Participation rate | 31.6% | 78.3%-46.8pp | 75.3%-43.8pp | 83.0%-51.4pp |
| Annual return | 5.21% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,859 | $3,782-50.8% | $3,096-40.0% | $5,287-64.8% |
| Admin fee / account holder | $31 | $4,838-99.4% | $3,141-99.0% | $10,133-99.7% |