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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 | $10,991 | $39,132-71.9% | $57,196-80.8% | $62,881-82.5% |
| Participation rate | 54.0% | 70.5%-16.5pp | 75.3%-21.3pp | 69.3%-15.3pp |
| Annual return | 7.01% | 9.24%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $281 | $1,874-85.0% | $2,683-89.5% | $2,281-87.7% |
| Participant deferral / active EE | $765 | $2,374-67.8% | $3,096-75.3% | $3,203-76.1% |
| Admin fee / account holder | $9 | $2,594-99.6% | $3,141-99.7% | $4,296-99.8% |