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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 | $25,140 | $92,684-72.9% | $82,706-69.6% | $134,509-81.3% |
| Participation rate | 69.6% | 75.2%-5.6pp | 72.6%-3.0pp | 81.2%-11.7pp |
| Annual return | -18.94% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $31 | $3,272-99.1% | $3,007-99.0% | $4,741-99.3% |
| Participant deferral / active EE | $4,106 | $4,800-14.5% | $4,394-6.5% | $6,400-35.8% |
| Admin fee / account holder | $100 | $5,982-98.3% | $5,329-98.1% | $11,427-99.1% |