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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 | $15,422 | $48,337-68.1% | $67,560-77.2% | $80,959-81.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 17.62% | 18.26%-0.6pp | 3533.50%-3515.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $353 | $2,023-82.5% | $2,737-87.1% | $2,757-87.2% |
| Participant deferral / active EE | $1,877 | $2,928-35.9% | $4,004-53.1% | $4,300-56.4% |
| Admin fee / account holder | $268 | $3,695-92.7% | $3,994-93.3% | $6,925-96.1% |