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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 | $30,901 | $41,377-25.3% | $109,313-71.7% | $62,881-50.9% |
| Participation rate | 40.0% | 57.5%-17.5pp | 71.3%-31.3pp | 69.3%-29.3pp |
| Annual return | 8.11% | 11.05%-2.9pp | 22.07%-14.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,979 | $2,045-3.2% | $3,166-37.5% | $3,203-38.2% |
| Admin fee / account holder | $102 | $2,884-96.5% | $5,666-98.2% | $4,296-97.6% |