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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 | $73,504 | $90,448-18.7% | $93,786-21.6% | $134,545-45.4% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.7pp | 81.2%-47.9pp |
| Annual return | -18.78% | -15.71%-3.1pp | -11.32%-7.5pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,087 | $4,349-75.0% | $4,328-74.9% | $4,742-77.1% |
| Participant deferral / active EE | $3,574 | $5,983-40.3% | $6,100-41.4% | $6,401-44.2% |
| Admin fee / account holder | $147 | $9,232-98.4% | $7,184-98.0% | $11,431-98.7% |