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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 | $54,099 | $56,110-3.6% | $94,993-43.0% | $70,126-22.9% |
| Participation rate | 30.8% | 65.0%-34.2pp | 73.9%-43.1pp | 69.5%-38.8pp |
| Annual return | 17.18% | 51.02%-33.8pp | 27.14%-10.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $999 | $2,391-58.2% | $3,317-69.9% | $3,332-70.0% |
| Admin fee / account holder | $88 | $3,456-97.5% | $4,960-98.2% | $4,645-98.1% |