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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 | $57,590-84.4% | $86,233-89.6% | $82,448-89.1% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.0%-11.3pp | 68.1%-10.4pp |
| Annual return | 19.24% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,338 | $3,080-56.6% | $4,559-70.6% | $4,139-67.7% |
| Admin fee / account holder | $209 | $4,730-95.6% | $8,342-97.5% | $7,234-97.1% |