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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 | $16,418 | $81,233-79.8% | $155,567-89.4% | $80,874-79.7% |
| Participation rate | 6.5% | 66.2%-59.8pp | 78.2%-71.7pp | 67.6%-61.2pp |
| Annual return | 21.07% | 33.33%-12.3pp | 64.74%-43.7pp | 35.62%-14.5pp |
| Employer contribution / active EE | $186 | $3,101-94.0% | $4,674-96.0% | $2,756-93.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $48 | $7,998-99.4% | $15,916-99.7% | $6,935-99.3% |