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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 | $55,487 | $76,551-27.5% | $123,894-55.2% | $62,881-11.8% |
| Participation rate | 54.8% | 73.0%-18.1pp | 81.4%-26.6pp | 69.3%-14.5pp |
| Annual return | 12.56% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,685 | $4,840-23.9% | $5,984-38.4% | $3,203+15.1% |
| Admin fee / account holder | $2 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |