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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 | $55,406 | $93,598-40.8% | $135,974-59.3% | $75,173-26.3% |
| Participation rate | 26.7% | 75.2%-48.5pp | 81.9%-55.3pp | 67.2%-40.5pp |
| Annual return | 16.31% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $463 | $3,538-86.9% | $4,859-90.5% | $2,671-82.6% |
| Participant deferral / active EE | $2,709 | $6,405-57.7% | $7,760-65.1% | $4,126-34.3% |
| Admin fee / account holder | $279 | $6,978-96.0% | $10,767-97.4% | $5,651-95.1% |