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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 | $71,181 | $92,684-23.2% | $82,706-13.9% | $134,509-47.1% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -16.17% | 945.84%-962.0pp | 701.76%-717.9pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,064 | $4,800-77.8% | $4,394-75.8% | $6,400-83.4% |
| Admin fee / account holder | $28 | $5,982-99.5% | $5,329-99.5% | $11,427-99.8% |