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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 | $28,890 | $167,352-82.7% | $143,788-79.9% | $134,509-78.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -17.79% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $499 | $5,620-91.1% | $4,952-89.9% | $4,741-89.5% |
| Participant deferral / active EE | $2,650 | $6,447-58.9% | $5,638-53.0% | $6,400-58.6% |
| Admin fee / account holder | $53 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |