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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 | $35,669 | $158,852-77.5% | $121,220-70.6% | $135,380-73.7% |
| Participation rate | 21.1% | 79.3%-58.3pp | 71.8%-50.7pp | 82.6%-61.6pp |
| Annual return | -2.77% | -0.64%-2.1pp | 16.94%-19.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,611 | $4,006-34.8% | $3,345-22.0% | $5,609-53.5% |
| Admin fee / account holder | $14 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |