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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 | $19,944 | $77,638-74.3% | $156,551-87.3% | $62,881-68.3% |
| Participation rate | 39.3% | 71.2%-31.9pp | 84.0%-44.7pp | 69.3%-30.0pp |
| Annual return | 4.90% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $188 | $3,444-94.5% | $5,501-96.6% | $2,281-91.8% |
| Participant deferral / active EE | $2,729 | $3,046-10.4% | $4,871-44.0% | $3,203-14.8% |
| Admin fee / account holder | $252 | $5,561-95.5% | $13,028-98.1% | $4,296-94.1% |