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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 | $31,517 | $49,255-36.0% | $70,494-55.3% | $79,856-60.5% |
| Participation rate | 26.3% | 69.2%-42.8pp | 75.1%-48.7pp | 69.6%-43.3pp |
| Annual return | 7.82% | 30.10%-22.3pp | 109.16%-101.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $105 | $2,100-95.0% | $2,738-96.2% | $2,471-95.8% |
| Participant deferral / active EE | $1,056 | $2,768-61.9% | $3,711-71.6% | $3,741-71.8% |
| Admin fee / account holder | $15 | $2,879-99.5% | $3,848-99.6% | $5,306-99.7% |