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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 | $60,716 | $167,353-63.7% | $143,797-57.8% | $134,545-54.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.88% | 0.48%-20.4pp | -0.04%-19.8pp | 418.37%-438.3pp |
| Employer contribution / active EE | $458 | $5,620-91.8% | $4,952-90.7% | $4,742-90.3% |
| Participant deferral / active EE | $4,035 | $6,447-37.4% | $5,638-28.4% | $6,401-37.0% |
| Admin fee / account holder | $10 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |