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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 | $23,047 | $50,947-54.8% | $74,551-69.1% | $64,173-64.1% |
| Participation rate | 11.5% | 61.1%-49.5pp | 69.1%-57.6pp | 69.6%-58.0pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $196 | $1,115-82.4% | $1,961-90.0% | $2,381-91.8% |
| Participant deferral / active EE | $2,596 | $2,302+12.8% | $3,108-16.5% | $3,470-25.2% |
| Admin fee / account holder | $15 | $4,221-99.6% | $5,059-99.7% | $4,887-99.7% |