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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 | $25,957 | $81,331-68.1% | $155,534-83.3% | $80,935-67.9% |
| Participation rate | 36.0% | 66.3%-30.3pp | 78.2%-42.2pp | 67.7%-31.7pp |
| Annual return | 10.91% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $371 | $3,105-88.0% | $4,675-92.1% | $2,757-86.5% |
| Participant deferral / active EE | $900 | $3,454-73.9% | $5,630-84.0% | $4,299-79.1% |
| Admin fee / account holder | $285 | $7,999-96.4% | $15,900-98.2% | $6,924-95.9% |