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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 | $34,300 | $53,162-35.5% | $91,225-62.4% | $68,486-49.9% |
| Participation rate | 59.7% | 63.2%-3.5pp | 73.2%-13.5pp | 67.9%-8.2pp |
| Annual return | -11.75% | -3.14%-8.6pp | 114.12%-125.9pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,220 | $2,974+41.9% | $4,233-0.3% | $4,028+4.8% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |