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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 | $30,783 | $75,832-59.4% | $147,617-79.1% | $59,633-48.4% |
| Participation rate | 57.4% | 71.6%-14.2pp | 84.6%-27.2pp | 68.7%-11.3pp |
| Annual return | -1.00% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $178 | $3,485-94.9% | $5,564-96.8% | $2,203-91.9% |
| Participant deferral / active EE | $3,566 | $3,131+13.9% | $4,895-27.2% | $3,192+11.7% |
| Admin fee / account holder | $181 | $5,986-97.0% | $11,612-98.4% | $4,297-95.8% |