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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 | $42,542 | $75,962-44.0% | $154,111-72.4% | $64,173-33.7% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -6.12% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,350 | $3,175-57.5% | $5,081-73.4% | $3,470-61.1% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |