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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 | $14,570 | $49,255-70.4% | $70,494-79.3% | $79,856-81.8% |
| Participation rate | 45.7% | 69.2%-23.4pp | 75.1%-29.3pp | 69.6%-23.9pp |
| Annual return | 16.42% | 30.10%-13.7pp | 109.16%-92.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $217 | $2,100-89.7% | $2,738-92.1% | $2,471-91.2% |
| Participant deferral / active EE | $1,108 | $2,768-60.0% | $3,711-70.1% | $3,741-70.4% |
| Admin fee / account holder | $2 | $2,879-99.9% | $3,848-99.9% | $5,306-100.0% |