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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 | $58,057-84.5% | $97,032-90.7% | $86,983-89.7% |
| Participation rate | 57.7% | 60.4%-2.7pp | 71.6%-13.9pp | 69.5%-11.8pp |
| Annual return | 19.24% | 22.26%-3.0pp | 35.38%-16.1pp | 25.83%-6.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,338 | $3,244-58.7% | $4,672-71.4% | $4,194-68.1% |
| Admin fee / account holder | $209 | $4,839-95.7% | $9,418-97.8% | $7,856-97.3% |