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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 | $45,105 | $90,320-50.1% | $59,496-24.2% | $125,389-64.0% |
| Participation rate | 60.0% | 68.3%-8.3pp | 54.6%+5.4pp | 83.2%-23.2pp |
| Annual return | -0.60% | 369.13%-369.7pp | 182.05%-182.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $441 | $2,716-83.8% | $1,829-75.9% | $5,352-91.8% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |