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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 | $32,668 | $98,766-66.9% | $149,730-78.2% | $79,852-59.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 19.93% | 27.43%-7.5pp | 276.70%-256.8pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,165 | $5,681-44.3% | $6,843-53.7% | $3,740-15.4% |
| Admin fee / account holder | $106 | $6,052-98.2% | $9,310-98.9% | $5,306-98.0% |