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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 | $53,603 | $113,941-53.0% | $94,229-43.1% | $125,389-57.3% |
| Participation rate | 55.6% | 82.9%-27.3pp | 78.8%-23.2pp | 83.2%-27.6pp |
| Annual return | 0.08% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,761 | $5,179-66.0% | $4,320-59.2% | $5,352-67.1% |
| Admin fee / account holder | $17 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |