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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 | $157,407 | $211,946-25.7% | $169,452-7.1% | $135,380+16.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -2.13% | 3.26%-5.4pp | 1.83%-4.0pp | 519.81%-521.9pp |
| Employer contribution / active EE | $250 | $5,117-95.1% | $4,157-94.0% | $4,779-94.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24 | $11,472-99.8% | $9,110-99.7% | $10,828-99.8% |