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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 | $21,212 | $92,743-77.1% | $82,744-74.4% | $134,532-84.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -18.16% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,864 | $4,802-61.2% | $4,395-57.6% | $6,401-70.9% |
| Admin fee / account holder | $101 | $5,977-98.3% | $5,325-98.1% | $11,429-99.1% |