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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 | $33,243 | $48,364-31.3% | $71,796-53.7% | $62,881-47.1% |
| Participation rate | 56.9% | 60.6%-3.8pp | 69.1%-12.2pp | 69.3%-12.4pp |
| Annual return | 8.75% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,884 | $2,091+37.9% | $2,794+3.2% | $3,203-10.0% |
| Admin fee / account holder | $179 | $3,771-95.2% | $4,815-96.3% | $4,296-95.8% |