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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 | $8,983 | $60,442-85.1% | $96,754-90.7% | $87,485-89.7% |
| Participation rate | 57.7% | 58.7%-1.0pp | 70.3%-12.6pp | 68.9%-11.2pp |
| Annual return | 19.24% | 21.97%-2.7pp | 82.04%-62.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,338 | $3,280-59.2% | $4,758-71.9% | $4,274-68.7% |
| Admin fee / account holder | $209 | $5,069-95.9% | $8,905-97.7% | $7,775-97.3% |