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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 | $23,789 | $69,590-65.8% | $136,867-82.6% | $94,015-74.7% |
| Participation rate | 65.4% | 66.3%-0.9pp | 74.5%-9.2pp | 70.8%-5.4pp |
| Annual return | 11.37% | 19.62%-8.3pp | 42.97%-31.6pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,291 | $3,437-62.4% | $4,924-73.8% | $4,249-69.6% |
| Admin fee / account holder | $125 | $8,912-98.6% | $10,340-98.8% | $8,951-98.6% |