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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 | $25,123 | $75,541-66.7% | $152,093-83.5% | $82,637-69.6% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 19.49% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $318 | $2,622-87.9% | $4,175-92.4% | $2,552-87.5% |
| Participant deferral / active EE | $1,925 | $3,206-40.0% | $5,451-64.7% | $4,126-53.3% |
| Admin fee / account holder | $55 | $6,405-99.1% | $14,497-99.6% | $7,339-99.2% |