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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 | $34,440 | $45,041-23.5% | $63,003-45.3% | $70,131-50.9% |
| Participation rate | 48.5% | 69.5%-21.0pp | 74.8%-26.3pp | 69.5%-21.0pp |
| Annual return | 14.64% | 18.76%-4.1pp | 87.59%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $339 | $2,052-83.5% | $2,760-87.7% | $2,342-85.5% |
| Participant deferral / active EE | $1,591 | $2,465-35.5% | $3,329-52.2% | $3,332-52.2% |
| Admin fee / account holder | $141 | $2,836-95.0% | $3,600-96.1% | $4,645-97.0% |