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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 | $11,033 | $69,541-84.1% | $59,899-81.6% | $135,380-91.9% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.7%-21.8pp | 82.6%-29.7pp |
| Annual return | 8.85% | 7.95%+0.9pp | 3.46%+5.4pp | 519.81%-511.0pp |
| Employer contribution / active EE | $275 | $3,236-91.5% | $2,723-89.9% | $4,779-94.2% |
| Participant deferral / active EE | $1,627 | $4,206-61.3% | $3,402-52.2% | $5,609-71.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |