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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 | $14,857 | $43,344-65.7% | $59,899-75.2% | $64,173-76.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 74.7%-10.4pp | 69.6%-5.3pp |
| Annual return | -6.94% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $310 | $2,030-84.7% | $2,723-88.6% | $2,381-87.0% |
| Participant deferral / active EE | $1,454 | $2,547-42.9% | $3,402-57.3% | $3,470-58.1% |
| Admin fee / account holder | $252 | $3,008-91.6% | $3,592-93.0% | $4,887-94.8% |