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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 | $17,527 | $133,981-86.9% | $112,249-84.4% | $134,532-87.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.87% | 47.16%-67.0pp | 27.48%-47.4pp | 418.27%-438.1pp |
| Employer contribution / active EE | $788 | $4,040-80.5% | $3,636-78.3% | $4,741-83.4% |
| Participant deferral / active EE | $4,104 | $5,292-22.5% | $4,729-13.2% | $6,401-35.9% |
| Admin fee / account holder | $227 | $7,492-97.0% | $6,412-96.5% | $11,429-98.0% |