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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 | $82,161 | $82,314-0.2% | $68,808+19.4% | $134,532-38.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -19.78% | -2.18%-17.6pp | -6.37%-13.4pp | 418.27%-438.0pp |
| Employer contribution / active EE | $400 | $3,301-87.9% | $2,656-84.9% | $4,741-91.6% |
| Participant deferral / active EE | $1,500 | $4,740-68.4% | $3,942-61.9% | $6,401-76.6% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |