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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 | $33,134 | $48,267-31.4% | $68,808-51.8% | $68,486-51.6% |
| Participation rate | 32.1% | 60.7%-28.5pp | 69.0%-36.9pp | 67.9%-35.8pp |
| Annual return | -18.20% | -12.70%-5.5pp | -6.37%-11.8pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,640 | $2,867-42.8% | $3,942-58.4% | $4,028-59.3% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |