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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 | $25,248 | $77,638-67.5% | $156,551-83.9% | $62,881-59.8% |
| Participation rate | 21.1% | 71.2%-50.1pp | 84.0%-63.0pp | 69.3%-48.3pp |
| Annual return | 6.15% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $206 | $3,444-94.0% | $5,501-96.3% | $2,281-91.0% |
| Participant deferral / active EE | $942 | $3,046-69.1% | $4,871-80.7% | $3,203-70.6% |
| Admin fee / account holder | $43 | $5,561-99.2% | $13,028-99.7% | $4,296-99.0% |