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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 | $54,174 | $138,072-60.8% | $123,549-56.2% | $135,382-60.0% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -3.01% | 153.69%-156.7pp | 119.20%-122.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $871 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $3,442 | $6,799-49.4% | $6,426-46.4% | $5,609-38.6% |
| Admin fee / account holder | $166 | $10,917-98.5% | $9,284-98.2% | $10,829-98.5% |