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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 | $32,312 | $181,896-82.2% | $156,551-79.4% | $273,972-88.2% |
| Participation rate | 58.8% | 88.4%-29.6pp | 84.0%-25.2pp | 83.0%-24.2pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,132 | $6,248-81.9% | $5,501-79.4% | $4,869-76.7% |
| Participant deferral / active EE | $3,717 | $5,550-33.0% | $4,871-23.7% | $5,287-29.7% |
| Admin fee / account holder | $146 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |