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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 | $116,876 | $158,827-26.4% | $121,208-3.6% | $135,382-13.7% |
| Participation rate | 21.1% | 79.3%-58.3pp | 71.8%-50.7pp | 82.6%-61.6pp |
| Annual return | -2.24% | -0.64%-1.6pp | 16.93%-19.2pp | 519.77%-522.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,666 | $4,006-58.4% | $3,345-50.2% | $5,609-70.3% |
| Admin fee / account holder | $7 | $6,514-99.9% | $5,020-99.9% | $10,829-99.9% |