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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 | $26,389 | $92,684-71.5% | $82,706-68.1% | $134,509-80.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -20.13% | 945.84%-966.0pp | 701.76%-721.9pp | 418.13%-438.3pp |
| Employer contribution / active EE | $282 | $3,272-91.4% | $3,007-90.6% | $4,741-94.1% |
| Participant deferral / active EE | $1,763 | $4,800-63.3% | $4,394-59.9% | $6,400-72.5% |
| Admin fee / account holder | $105 | $5,982-98.2% | $5,329-98.0% | $11,427-99.1% |