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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 | $26,245 | $81,331-67.7% | $155,534-83.1% | $80,935-67.6% |
| Participation rate | 17.0% | 66.3%-49.2pp | 78.2%-61.2pp | 67.7%-50.6pp |
| Annual return | 17.32% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $372 | $3,105-88.0% | $4,675-92.0% | $2,757-86.5% |
| Participant deferral / active EE | $1,005 | $3,454-70.9% | $5,630-82.2% | $4,299-76.6% |
| Admin fee / account holder | $51 | $7,999-99.4% | $15,900-99.7% | $6,924-99.3% |