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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 | $17,619 | $84,694-79.2% | $73,843-76.1% | $125,392-85.9% |
| Participation rate | 52.6% | 76.8%-24.1pp | 73.4%-20.8pp | 83.2%-30.6pp |
| Annual return | -3.34% | 3123.66%-3127.0pp | 2267.91%-2271.2pp | 282.23%-285.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,321 | $3,992-16.8% | $3,583-7.3% | $5,351-37.9% |
| Admin fee / account holder | $22 | $5,691-99.6% | $4,880-99.5% | $9,541-99.8% |