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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 | $68,748 | $49,177+39.8% | $79,467-13.5% | $64,173+7.1% |
| Participation rate | 19.5% | 65.0%-45.5pp | 73.3%-53.9pp | 69.6%-50.1pp |
| Annual return | -6.94% | -1.16%-5.8pp | 718.30%-725.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,317 | $2,821-53.3% | $3,704-64.4% | $3,470-62.0% |
| Admin fee / account holder | $78 | $3,839-98.0% | $5,104-98.5% | $4,887-98.4% |