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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 | $11,311 | $45,087-74.9% | $69,483-83.7% | $72,976-84.5% |
| Participation rate | 38.5% | 68.5%-30.0pp | 74.6%-36.1pp | 69.5%-31.0pp |
| Annual return | 24.09% | 22.67%+1.4pp | 28.99%-4.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $188 | $2,055-90.8% | $2,780-93.2% | $2,440-92.3% |
| Participant deferral / active EE | $1,036 | $2,603-60.2% | $3,537-70.7% | $3,608-71.3% |
| Admin fee / account holder | $74 | $3,057-97.6% | $3,841-98.1% | $5,124-98.6% |