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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 | $61,079 | $39,132+56.1% | $57,196+6.8% | $62,881-2.9% |
| Participation rate | 39.1% | 70.5%-31.3pp | 75.3%-36.2pp | 69.3%-30.2pp |
| Annual return | 7.41% | 9.24%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $362 | $1,874-80.7% | $2,683-86.5% | $2,281-84.1% |
| Participant deferral / active EE | $1,136 | $2,374-52.2% | $3,096-63.3% | $3,203-64.5% |
| Admin fee / account holder | $210 | $2,594-91.9% | $3,141-93.3% | $4,296-95.1% |