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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 | $52,328 | $75,962-31.1% | $154,108-66.0% | $64,173-18.5% |
| Participation rate | 68.3% | 70.4%-2.1pp | 83.0%-14.7pp | 69.6%-1.3pp |
| Annual return | -7.38% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,787 | $3,175+50.8% | $5,081-5.8% | $3,470+38.0% |
| Admin fee / account holder | $16 | $5,589-99.7% | $13,411-99.9% | $4,887-99.7% |