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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 | $24,983 | $40,275-38.0% | $57,356-56.4% | $59,633-58.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | -0.60% | 27.52%-28.1pp | 24.41%-25.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $307 | $1,921-84.0% | $2,689-88.6% | $2,203-86.1% |
| Participant deferral / active EE | $1,159 | $2,400-51.7% | $3,162-63.3% | $3,192-63.7% |
| Admin fee / account holder | $184 | $2,820-93.5% | $3,357-94.5% | $4,297-95.7% |