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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 | $47,788 | $65,712-27.3% | $57,196-16.4% | $273,972-82.6% |
| Participation rate | 23.5% | 78.3%-54.8pp | 75.3%-51.8pp | 83.0%-59.5pp |
| Annual return | 6.85% | 22.01%-15.2pp | 14.59%-7.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $191 | $3,280-94.2% | $2,683-92.9% | $4,869-96.1% |
| Participant deferral / active EE | $2,729 | $3,782-27.8% | $3,096-11.9% | $5,287-48.4% |
| Admin fee / account holder | $15 | $4,838-99.7% | $3,141-99.5% | $10,133-99.9% |