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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 | $37,789 | $47,977-21.2% | $154,108-75.5% | $56,289-32.9% |
| Participation rate | 26.2% | 66.2%-39.9pp | 83.0%-56.8pp | 69.9%-43.6pp |
| Annual return | -3.10% | 3.54%-6.6pp | 735.21%-738.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $979 | $2,392-59.1% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $253 | $438-42.2% | $13,411-98.1% | $521-51.3% |