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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 | $17,949 | $77,638-76.9% | $156,551-88.5% | $62,881-71.5% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.6pp | 69.3%-17.9pp |
| Annual return | 6.60% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $161 | $3,444-95.3% | $5,501-97.1% | $2,281-93.0% |
| Participant deferral / active EE | $920 | $3,046-69.8% | $4,871-81.1% | $3,203-71.3% |
| Admin fee / account holder | $52 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |