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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 | $27,943 | $95,406-70.7% | $185,849-85.0% | $85,847-67.5% |
| Participation rate | 34.2% | 68.8%-34.5pp | 81.7%-47.5pp | 69.3%-35.1pp |
| Annual return | 19.75% | 23.59%-3.8pp | 122.10%-102.4pp | 318.61%-298.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,901 | $3,424-44.5% | $5,569-65.9% | $3,952-51.9% |
| Admin fee / account holder | $258 | $7,214-96.4% | $16,244-98.4% | $6,261-95.9% |