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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 | $43,294 | $82,630-47.6% | $64,105-32.5% | $125,389-65.5% |
| Participation rate | 16.7% | 75.9%-59.2pp | 68.2%-51.5pp | 83.2%-66.5pp |
| Annual return | -1.29% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $183 | $2,671-93.1% | $1,820-89.9% | $4,866-96.2% |
| Participant deferral / active EE | $3,508 | $3,608-2.8% | $2,822+24.3% | $5,352-34.4% |
| Admin fee / account holder | $211 | $6,382-96.7% | $4,499-95.3% | $9,541-97.8% |