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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 | $12,675 | $73,839-82.8% | $143,788-91.2% | $68,495-81.5% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | 8.39% | 1.01%+7.4pp | -0.03%+8.4pp | -7.84%+16.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,517 | $3,384-55.2% | $5,638-73.1% | $4,028-62.3% |
| Admin fee / account holder | $111 | $5,755-98.1% | $14,675-99.2% | $5,403-97.9% |