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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 | $58,487 | $41,377+41.3% | $109,313-46.5% | $62,881-7.0% |
| Participation rate | 21.2% | 57.5%-36.3pp | 71.3%-50.1pp | 69.3%-48.1pp |
| Annual return | 5.11% | 11.05%-5.9pp | 22.07%-17.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $151 | $1,276-88.2% | $3,892-96.1% | $2,281-93.4% |
| Participant deferral / active EE | $1,084 | $2,045-47.0% | $3,166-65.8% | $3,203-66.2% |
| Admin fee / account holder | $32 | $2,884-98.9% | $5,666-99.4% | $4,296-99.2% |