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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 | $30,351 | $84,236-64.0% | $170,435-82.2% | $70,126-56.7% |
| Participation rate | 21.7% | 70.8%-49.2pp | 83.6%-61.9pp | 69.5%-47.9pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $209 | $3,387-93.8% | $5,432-96.2% | $2,343-91.1% |
| Participant deferral / active EE | $1,170 | $3,086-62.1% | $4,939-76.3% | $3,332-64.9% |
| Admin fee / account holder | $28 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |