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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 | $53,978 | $167,353-67.7% | $143,797-62.5% | $134,545-59.9% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.9pp |
| Annual return | -14.47% | 0.48%-15.0pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $997 | $5,620-82.3% | $4,952-79.9% | $4,742-79.0% |
| Participant deferral / active EE | $3,505 | $6,447-45.6% | $5,638-37.8% | $6,401-45.2% |
| Admin fee / account holder | $45 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |