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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 | $25,464 | $92,219-72.4% | $76,767-66.8% | $135,380-81.2% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $280 | $3,216-91.3% | $2,485-88.7% | $4,779-94.1% |
| Participant deferral / active EE | $7,000 | $4,508+55.3% | $3,852+81.7% | $5,609+24.8% |
| Admin fee / account holder | $16 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |