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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 | $27,494 | $69,518-60.5% | $59,887-54.1% | $135,379-79.7% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.7%-27.3pp | 82.6%-35.3pp |
| Annual return | -6.70% | 7.95%-14.6pp | 3.46%-10.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,552 | $4,204-39.3% | $3,402-25.0% | $5,609-54.5% |
| Admin fee / account holder | $187 | $5,734-96.7% | $3,591-94.8% | $10,828-98.3% |