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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 | $58,525 | $32,117+82.2% | $71,086-17.7% | $64,173-8.8% |
| Participation rate | 39.4% | 42.7%-3.3pp | 54.7%-15.2pp | 69.6%-30.1pp |
| Annual return | -3.20% | -5.57%+2.4pp | 650.59%-653.8pp | 7.63%-10.8pp |
| Employer contribution / active EE | $68 | $712-90.5% | $1,088-93.8% | $2,381-97.2% |
| Participant deferral / active EE | $1,577 | $1,263+24.9% | $1,874-15.8% | $3,470-54.5% |
| Admin fee / account holder | $270 | $2,759-90.2% | $3,082-91.3% | $4,887-94.5% |