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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 | $13,030 | $49,249-73.5% | $70,476-81.5% | $79,852-83.7% |
| Participation rate | 22.2% | 69.2%-46.9pp | 75.1%-52.8pp | 69.6%-47.4pp |
| Annual return | 22.08% | 30.09%-8.0pp | 109.12%-87.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $47 | $2,100-97.8% | $2,738-98.3% | $2,471-98.1% |
| Participant deferral / active EE | $1,826 | $2,769-34.1% | $3,710-50.8% | $3,740-51.2% |
| Admin fee / account holder | $57 | $2,878-98.0% | $3,847-98.5% | $5,306-98.9% |