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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 | $25,614 | $216,269-88.2% | $143,799-82.2% | - |
| Participation rate | 69.7% | 60.2%+9.5pp | 80.3%-10.6pp | - |
| Annual return | -10.69% | -15.44%+4.7pp | -0.04%-10.6pp | - |
| Employer contribution / active EE | $1,982 | $1,888+5.0% | $4,952-60.0% | - |
| Participant deferral / active EE | $4,574 | $2,498+83.1% | $5,638-18.9% | - |
| Admin fee / account holder | $163 | $36,574-99.6% | $14,677-98.9% | - |