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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 | $36,163 | $87,546-58.7% | $75,784-52.3% | $125,389-71.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.25% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $216 | $3,930-94.5% | $3,323-93.5% | $4,866-95.6% |
| Participant deferral / active EE | $5,667 | $4,230+34.0% | $3,652+55.2% | $5,352+5.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |