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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 | $150,800 | $45,872+228.7% | $77,096+95.6% | $68,486+120.2% |
| Participation rate | 10.8% | 55.9%-45.1pp | 67.9%-57.1pp | 67.9%-57.1pp |
| Annual return | -16.87% | 1.73%-18.6pp | 42.35%-59.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $137 | $1,650-91.7% | $2,814-95.1% | $2,597-94.7% |
| Participant deferral / active EE | $1,324 | $2,963-55.3% | $4,429-70.1% | $4,028-67.1% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |