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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 | $32,811 | $138,075-76.2% | $123,552-73.4% | $135,379-75.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.35% | 153.70%-157.0pp | 119.20%-122.6pp | 519.79%-523.1pp |
| Employer contribution / active EE | $322 | $5,152-93.7% | $4,628-93.0% | $4,779-93.3% |
| Participant deferral / active EE | $2,740 | $6,800-59.7% | $6,426-57.4% | $5,609-51.1% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |