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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 | $43,205 | $92,743-53.4% | $82,744-47.8% | $134,532-67.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.00% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,956 | $4,802-38.4% | $4,395-32.7% | $6,401-53.8% |
| Admin fee / account holder | $1 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |