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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 | $44,941 | $124,425-63.9% | $112,040-59.9% | $137,256-67.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 18.25% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $507 | $3,411-85.1% | $2,954-82.9% | $4,156-87.8% |
| Participant deferral / active EE | $3,610 | $5,718-36.9% | $5,098-29.2% | $6,407-43.7% |
| Admin fee / account holder | $216 | $15,207-98.6% | $12,098-98.2% | $12,270-98.2% |