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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 | $11,793 | $46,596-74.7% | $64,099-81.6% | $75,181-84.3% |
| Participation rate | 28.6% | 65.9%-37.4pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 22.28% | 26.04%-3.8pp | 33.70%-11.4pp | 160.69%-138.4pp |
| Employer contribution / active EE | $279 | $1,975-85.9% | $2,748-89.8% | $2,671-89.5% |
| Participant deferral / active EE | $1,060 | $2,837-62.6% | $3,881-72.7% | $4,126-74.3% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |