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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 | $32,868 | $39,132-16.0% | $57,196-42.5% | $62,881-47.7% |
| Participation rate | 29.4% | 70.5%-41.1pp | 75.3%-45.9pp | 69.3%-39.9pp |
| Annual return | 6.62% | 9.24%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $140 | $1,874-92.5% | $2,683-94.8% | $2,281-93.8% |
| Participant deferral / active EE | $1,267 | $2,374-46.6% | $3,096-59.1% | $3,203-60.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |