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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 | $123,833 | $167,352-26.0% | $143,788-13.9% | $134,509-7.9% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -17.73% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,013 | $5,620-82.0% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $5,756 | $6,447-10.7% | $5,638+2.1% | $6,400-10.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |