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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 | $23,229 | $99,345-76.6% | $84,753-72.6% | $273,972-91.5% |
| Participation rate | 56.3% | 80.7%-24.4pp | 76.6%-20.3pp | 83.0%-26.8pp |
| Annual return | 9.93% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,243 | $4,270-70.9% | $3,712-66.5% | $5,287-76.5% |
| Admin fee / account holder | $109 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |