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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 | $26,794 | $92,985-71.2% | $153,432-82.5% | $80,874-66.9% |
| Participation rate | 17.6% | 69.0%-51.3pp | 77.1%-59.4pp | 67.6%-50.0pp |
| Annual return | 19.77% | 19.95%-0.2pp | 15.66%+4.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $735 | $3,507-79.1% | $5,038-85.4% | $2,756-73.3% |
| Participant deferral / active EE | $1,878 | $5,178-63.7% | $6,757-72.2% | $4,297-56.3% |
| Admin fee / account holder | $157 | $8,880-98.2% | $12,725-98.8% | $6,935-97.7% |