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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 | $17,485 | $105,861-83.5% | $90,756-80.7% | $134,509-87.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -15.72% | -10.99%-4.7pp | -12.16%-3.6pp | 418.13%-433.9pp |
| Employer contribution / active EE | $565 | $3,463-83.7% | $2,922-80.7% | $4,741-88.1% |
| Participant deferral / active EE | $1,494 | $5,217-71.4% | $4,565-67.3% | $6,400-76.7% |
| Admin fee / account holder | $300 | $13,938-97.9% | $8,445-96.5% | $11,427-97.4% |