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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 | $43,022 | $54,370-20.9% | $82,763-48.0% | $68,490-37.2% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -18.34% | -13.67%-4.7pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,120 | $3,247+119.3% | $4,395+62.0% | $4,028+76.8% |
| Admin fee / account holder | $154 | $4,398-96.5% | $5,325-97.1% | $5,403-97.1% |