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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 | $47,973 | $73,863-35.1% | $143,797-66.6% | $68,490-30.0% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -11.20% | 0.91%-12.1pp | -0.04%-11.2pp | -7.85%-3.3pp |
| Employer contribution / active EE | $339 | $3,185-89.4% | $4,952-93.2% | $2,597-87.0% |
| Participant deferral / active EE | $988 | $3,385-70.8% | $5,638-82.5% | $4,028-75.5% |
| Admin fee / account holder | $11 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |