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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 | $57,061-84.4% | $85,063-89.6% | $80,911-89.0% |
| Participation rate | 18.8% | 56.3%-37.6pp | 67.5%-48.8pp | 67.6%-48.9pp |
| Annual return | 13.09% | 21.66%-8.6pp | 66.54%-53.4pp | 35.63%-22.5pp |
| Employer contribution / active EE | $173 | $1,799-90.4% | $2,727-93.7% | $2,756-93.7% |
| Participant deferral / active EE | $822 | $3,110-73.6% | $4,523-81.8% | $4,297-80.9% |
| Admin fee / account holder | $55 | $4,986-98.9% | $6,155-99.1% | $6,935-99.2% |