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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 | $14,604 | $73,863-80.2% | $143,797-89.8% | $68,490-78.7% |
| Participation rate | 40.5% | 66.7%-26.1pp | 80.3%-39.8pp | 67.9%-27.4pp |
| Annual return | -17.70% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,693 | $3,385-50.0% | $5,638-70.0% | $4,028-58.0% |
| Admin fee / account holder | $100 | $5,756-98.3% | $14,679-99.3% | $5,403-98.2% |