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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 | $24,902 | $97,020-74.3% | $83,327-70.1% | $135,380-81.6% |
| Participation rate | 69.2% | 80.4%-11.2pp | 77.8%-8.5pp | 82.6%-13.4pp |
| Annual return | -4.71% | 12.31%-17.0pp | 10.64%-15.3pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,739 | $5,964-70.8% | $5,565-68.7% | $5,609-69.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |