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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 | $83,872 | $81,476+2.9% | $102,383-18.1% | $80,925+3.6% |
| Participation rate | 16.0% | 66.8%-50.8pp | 74.5%-58.5pp | 67.7%-51.7pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $107 | $3,105-96.6% | $3,870-97.2% | $2,756-96.1% |
| Participant deferral / active EE | $3,680 | $3,871-4.9% | $5,060-27.3% | $4,299-14.4% |
| Admin fee / account holder | $28 | $6,717-99.6% | $8,391-99.7% | $6,940-99.6% |