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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 | $60,244 | $106,864-43.6% | $147,318-59.1% | $82,637-27.1% |
| Participation rate | 37.2% | 75.5%-38.3pp | 82.1%-44.9pp | 68.1%-30.8pp |
| Annual return | 16.71% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $198 | $3,417-94.2% | $4,593-95.7% | $2,552-92.3% |
| Participant deferral / active EE | $3,027 | $6,496-53.4% | $7,906-61.7% | $4,126-26.6% |
| Admin fee / account holder | $256 | $8,415-97.0% | $13,708-98.1% | $7,339-96.5% |