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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 | $25,212 | $197,819-87.3% | $155,789-83.8% | $125,389-79.9% |
| Participation rate | 16.7% | 82.1%-65.4pp | 76.1%-59.4pp | 83.2%-66.5pp |
| Annual return | -1.24% | 86.73%-88.0pp | 71.54%-72.8pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,389 | $5,631-75.3% | $4,798-71.1% | $5,352-74.0% |
| Admin fee / account holder | $272 | $9,544-97.2% | $7,477-96.4% | $9,541-97.2% |