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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 | $28,006 | $32,117-12.8% | $71,086-60.6% | $64,173-56.4% |
| Participation rate | 45.2% | 42.7%+2.5pp | 54.7%-9.4pp | 69.6%-24.4pp |
| Annual return | 10.71% | -5.57%+16.3pp | 650.59%-639.9pp | 7.63%+3.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,230 | $1,263-2.6% | $1,874-34.4% | $3,470-64.6% |
| Admin fee / account holder | $43 | $2,759-98.4% | $3,082-98.6% | $4,887-99.1% |