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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 | $23,988 | $55,002-56.4% | $59,899-60.0% | $56,289-57.4% |
| Participation rate | 64.2% | 75.9%-11.7pp | 74.7%-10.5pp | 69.9%-5.7pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $515 | $2,448-78.9% | $2,723-81.1% | $2,111-75.6% |
| Participant deferral / active EE | $1,680 | $3,121-46.2% | $3,402-50.6% | $3,350-49.8% |
| Admin fee / account holder | $85 | $236-64.0% | $3,592-97.6% | $521-83.7% |