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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 | $45,539 | $37,446+21.6% | $77,513-41.2% | $79,852-43.0% |
| Participation rate | 9.4% | 41.5%-32.2pp | 54.2%-44.8pp | 69.6%-60.3pp |
| Annual return | 18.90% | 39.76%-20.9pp | 54.81%-35.9pp | 31.72%-12.8pp |
| Employer contribution / active EE | $95 | $637-85.0% | $987-90.3% | $2,471-96.1% |
| Participant deferral / active EE | $390 | $1,261-69.0% | $1,861-79.0% | $3,740-89.6% |
| Admin fee / account holder | $117 | $2,506-95.3% | $2,859-95.9% | $5,306-97.8% |