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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 | $8,879 | $57,073-84.4% | $85,126-89.6% | $80,925-89.0% |
| Participation rate | 18.8% | 56.4%-37.6pp | 67.5%-48.8pp | 67.7%-48.9pp |
| Annual return | 13.09% | 21.69%-8.6pp | 66.63%-53.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $173 | $1,801-90.4% | $2,731-93.7% | $2,756-93.7% |
| Participant deferral / active EE | $822 | $3,113-73.6% | $4,523-81.8% | $4,299-80.9% |
| Admin fee / account holder | $55 | $4,988-98.9% | $6,160-99.1% | $6,940-99.2% |