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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 | $67,309 | $152,591-55.9% | $117,529-42.7% | $134,545-50.0% |
| Participation rate | 21.1% | 77.1%-56.1pp | 70.6%-49.5pp | 81.2%-60.2pp |
| Annual return | -13.82% | 53.04%-66.9pp | 29.77%-43.6pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,000 | $4,821-58.5% | $4,072-50.9% | $6,401-68.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |