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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 | $39,240 | $133,998-70.7% | $112,263-65.0% | $134,545-70.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -16.44% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $337 | $4,040-91.7% | $3,636-90.7% | $4,742-92.9% |
| Participant deferral / active EE | $6,833 | $5,292+29.1% | $4,729+44.5% | $6,401+6.7% |
| Admin fee / account holder | $238 | $7,493-96.8% | $6,410-96.3% | $11,431-97.9% |