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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 | $53,434 | $52,519+1.7% | $155,789-65.7% | $59,633-10.4% |
| Participation rate | 43.2% | 61.7%-18.5pp | 76.1%-32.9pp | 68.7%-25.4pp |
| Annual return | -1.73% | 53.51%-55.2pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,518 | $3,084+78.9% | $4,798+15.0% | $3,192+72.9% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |