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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 | $25,364 | $77,638-67.3% | $156,551-83.8% | $62,881-59.7% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 7.03% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $250 | $3,444-92.7% | $5,501-95.5% | $2,281-89.0% |
| Participant deferral / active EE | $1,677 | $3,046-44.9% | $4,871-65.6% | $3,203-47.6% |
| Admin fee / account holder | $43 | $5,561-99.2% | $13,028-99.7% | $4,296-99.0% |