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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 | $20,559 | $41,377-50.3% | $109,313-81.2% | $62,881-67.3% |
| Participation rate | 40.5% | 57.5%-17.1pp | 71.3%-30.8pp | 69.3%-28.8pp |
| Annual return | 9.77% | 11.05%-1.3pp | 22.07%-12.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $155 | $1,276-87.8% | $3,892-96.0% | $2,281-93.2% |
| Participant deferral / active EE | $1,792 | $2,045-12.4% | $3,166-43.4% | $3,203-44.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |