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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 | $21,753 | $36,948-41.1% | $73,658-70.5% | $87,485-75.1% |
| Participation rate | 9.7% | 46.8%-37.1pp | 57.0%-47.4pp | 68.9%-59.3pp |
| Annual return | 17.09% | 28.64%-11.5pp | 29.72%-12.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $302 | $1,379-78.1% | $2,062-85.4% | $4,274-92.9% |
| Admin fee / account holder | $214 | $2,531-91.6% | $3,357-93.6% | $7,775-97.3% |