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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 | $42,344 | $81,870-48.3% | $119,608-64.6% | $68,495-38.2% |
| Participation rate | 22.6% | 71.9%-49.3pp | 79.3%-56.7pp | 67.9%-45.3pp |
| Annual return | -16.17% | -23.82%+7.6pp | -14.98%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,452 | $4,148-40.9% | $5,601-56.2% | $4,028-39.1% |
| Admin fee / account holder | $283 | $6,583-95.7% | $10,326-97.3% | $5,403-94.8% |