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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 | $36,268 | $131,835-72.5% | $108,582-66.6% | $273,972-86.8% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.6%-10.8pp | 83.0%-14.3pp |
| Annual return | 5.61% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $661 | $4,913-86.6% | $3,758-82.4% | $4,869-86.4% |
| Participant deferral / active EE | $1,603 | $5,127-68.7% | $4,311-62.8% | $5,287-69.7% |
| Admin fee / account holder | $41 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |