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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 | $93,897 | $133,981-29.9% | $112,249-16.3% | $134,532-30.2% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -18.49% | 47.16%-65.6pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,830 | $5,292-65.4% | $4,729-61.3% | $6,401-71.4% |
| Admin fee / account holder | $164 | $7,492-97.8% | $6,412-97.4% | $11,429-98.6% |