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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 | $23,313 | $167,362-86.1% | $143,799-83.8% | $134,532-82.7% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $711 | $5,620-87.4% | $4,952-85.6% | $4,741-85.0% |
| Participant deferral / active EE | $5,857 | $6,447-9.2% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $35 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |