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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 | $34,036 | $97,761-65.2% | $83,850-59.4% | $135,382-74.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -7.59% | 1287.44%-1295.0pp | 850.92%-858.5pp | 519.77%-527.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,221 | $4,682-73.9% | $4,082-70.1% | $5,609-78.2% |
| Admin fee / account holder | $52 | $6,674-99.2% | $5,478-99.1% | $10,829-99.5% |