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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 | $25,736 | $103,393-75.1% | $87,103-70.5% | $152,909-83.2% |
| Participation rate | 18.2% | 79.4%-61.2pp | 76.9%-58.7pp | 82.5%-64.3pp |
| Annual return | 10.69% | 28.10%-17.4pp | 28.19%-17.5pp | 345.46%-334.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |