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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 | $18,951 | $138,114-86.3% | $125,391-84.9% | $134,545-85.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.48% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $914 | $5,246-82.6% | $4,816-81.0% | $4,742-80.7% |
| Participant deferral / active EE | $3,221 | $7,801-58.7% | $7,448-56.8% | $6,401-49.7% |
| Admin fee / account holder | $173 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |