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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 | $51,317 | $152,597-66.4% | $117,533-56.3% | $134,532-61.9% |
| Participation rate | 43.8% | 77.1%-33.4pp | 70.6%-26.9pp | 81.2%-37.5pp |
| Annual return | -4.85% | 53.04%-57.9pp | 29.77%-34.6pp | 418.27%-423.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,177 | $4,821-13.4% | $4,072+2.6% | $6,401-34.7% |
| Admin fee / account holder | $6 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |