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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 | $32,917 | $59,819-45.0% | $79,583-58.6% | $68,490-51.9% |
| Participation rate | 65.2% | 61.1%+4.1pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | -18.52% | -12.30%-6.2pp | 0.16%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,454 | $3,025+14.2% | $3,986-13.3% | $4,028-14.3% |
| Admin fee / account holder | $88 | $4,835-98.2% | $6,835-98.7% | $5,403-98.4% |