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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 | $44,231 | $71,878-38.5% | $86,698-49.0% | $68,486-35.4% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -14.83% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,126 | $3,779+88.6% | $4,656+53.1% | $4,028+76.9% |
| Admin fee / account holder | $6 | $6,113-99.9% | $7,493-99.9% | $5,404-99.9% |