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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 | $32,683 | $111,814-70.8% | $103,378-68.4% | $145,978-77.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $385 | $4,215-90.9% | $3,870-90.0% | $4,662-91.7% |
| Participant deferral / active EE | $10,167 | $5,618+81.0% | $5,058+101.0% | $6,690+52.0% |
| Admin fee / account holder | $196 | $9,764-98.0% | $8,401-97.7% | $13,400-98.5% |