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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 | $23,822 | $56,894-58.1% | $84,753-71.9% | $62,881-62.1% |
| Participation rate | 6.5% | 68.5%-62.1pp | 76.6%-70.1pp | 69.3%-62.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $37 | $2,400-98.5% | $3,574-99.0% | $2,281-98.4% |
| Participant deferral / active EE | $1,500 | $2,709-44.6% | $3,712-59.6% | $3,203-53.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |