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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 | $53,323 | $45,050+18.4% | $63,018-15.4% | $70,126-24.0% |
| Participation rate | 35.7% | 69.5%-33.8pp | 74.8%-39.1pp | 69.5%-33.8pp |
| Annual return | 12.86% | 18.76%-5.9pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,539 | $2,466+3.0% | $3,330-23.7% | $3,332-23.8% |
| Admin fee / account holder | $110 | $2,834-96.1% | $3,601-96.9% | $4,645-97.6% |