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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 | $42,891 | $84,236-49.1% | $170,435-74.8% | $70,126-38.8% |
| Participation rate | 55.1% | 70.8%-15.7pp | 83.6%-28.5pp | 69.5%-14.4pp |
| Annual return | 12.74% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $176 | $3,387-94.8% | $5,432-96.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,492 | $3,086-51.7% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $103 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |