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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 | $34,628 | $65,364-47.0% | $92,909-62.7% | $72,975-52.5% |
| Participation rate | 15.0% | 68.3%-53.3pp | 76.0%-61.0pp | 69.5%-54.5pp |
| Annual return | 22.28% | 42.11%-19.8pp | 109.44%-87.2pp | 81.01%-58.7pp |
| Employer contribution / active EE | $239 | $2,594-90.8% | $3,653-93.5% | $2,440-90.2% |
| Participant deferral / active EE | $1,485 | $3,128-52.5% | $4,238-65.0% | $3,608-58.8% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,795-99.5% | $5,124-99.4% |