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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 | $36,508 | $138,078-73.6% | $125,363-70.9% | $134,509-72.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.55% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $142 | $5,245-97.3% | $4,815-97.0% | $4,741-97.0% |
| Participant deferral / active EE | $2,770 | $7,800-64.5% | $7,447-62.8% | $6,400-56.7% |
| Admin fee / account holder | $156 | $11,566-98.7% | $10,005-98.4% | $11,427-98.6% |