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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 | $39,747 | $75,832-47.6% | $147,617-73.1% | $59,633-33.3% |
| Participation rate | 32.1% | 71.6%-39.4pp | 84.6%-52.5pp | 68.7%-36.5pp |
| Annual return | 1.20% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $299 | $3,485-91.4% | $5,564-94.6% | $2,203-86.4% |
| Participant deferral / active EE | $1,329 | $3,131-57.5% | $4,895-72.8% | $3,192-58.4% |
| Admin fee / account holder | $289 | $5,986-95.2% | $11,612-97.5% | $4,297-93.3% |