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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 | $9,834 | $58,258-83.1% | $81,820-88.0% | $80,925-87.8% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.4%-32.8pp | 67.7%-28.1pp |
| Annual return | 17.94% | 41.76%-23.8pp | 777.93%-760.0pp | 35.65%-17.7pp |
| Employer contribution / active EE | $71 | $2,345-97.0% | $2,915-97.6% | $2,756-97.4% |
| Participant deferral / active EE | $1,483 | $3,284-54.8% | $4,323-65.7% | $4,299-65.5% |
| Admin fee / account holder | $73 | $4,976-98.5% | $7,391-99.0% | $6,940-98.9% |