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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 | $43,114 | $97,761-55.9% | $83,850-48.6% | $135,382-68.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.28% | 1287.44%-1296.7pp | 850.92%-860.2pp | 519.77%-529.0pp |
| Employer contribution / active EE | $439 | $4,222-89.6% | $3,631-87.9% | $4,779-90.8% |
| Participant deferral / active EE | $8,413 | $4,682+79.7% | $4,082+106.1% | $5,609+50.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |