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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 | $32,228 | $45,050-28.5% | $63,018-48.9% | $70,126-54.0% |
| Participation rate | 20.0% | 69.5%-49.5pp | 74.8%-54.8pp | 69.5%-49.5pp |
| Annual return | 20.83% | 18.76%+2.1pp | 87.62%-66.8pp | 73.15%-52.3pp |
| Employer contribution / active EE | $338 | $2,052-83.5% | $2,761-87.7% | $2,343-85.6% |
| Participant deferral / active EE | $960 | $2,466-61.1% | $3,330-71.2% | $3,332-71.2% |
| Admin fee / account holder | $156 | $2,834-94.5% | $3,601-95.7% | $4,645-96.6% |