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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 | $12,798 | $133,998-90.4% | $112,263-88.6% | $134,545-90.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.60% | 47.17%-66.8pp | 27.49%-47.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $708 | $4,040-82.5% | $3,636-80.5% | $4,742-85.1% |
| Participant deferral / active EE | $1,511 | $5,292-71.4% | $4,729-68.0% | $6,401-76.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |