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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 | $13,537 | $77,638-82.6% | $156,551-91.4% | $62,881-78.5% |
| Participation rate | 29.1% | 71.2%-42.1pp | 84.0%-54.9pp | 69.3%-40.2pp |
| Annual return | 10.11% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $250 | $3,444-92.7% | $5,501-95.5% | $2,281-89.0% |
| Participant deferral / active EE | $1,100 | $3,046-63.9% | $4,871-77.4% | $3,203-65.6% |
| Admin fee / account holder | $149 | $5,561-97.3% | $13,028-98.9% | $4,296-96.5% |