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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 | $37,156-41.5% | $83,854-74.1% | $86,983-75.0% |
| Participation rate | 9.7% | 49.1%-39.4pp | 59.1%-49.4pp | 69.5%-59.9pp |
| Annual return | 17.09% | 29.88%-12.8pp | 31.39%-14.3pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $302 | $1,418-78.7% | $2,035-85.2% | $4,194-92.8% |
| Admin fee / account holder | $214 | $2,510-91.5% | $3,197-93.3% | $7,856-97.3% |