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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 | $31,316 | $133,981-76.6% | $112,249-72.1% | $134,532-76.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -5.13% | 47.16%-52.3pp | 27.48%-32.6pp | 418.27%-423.4pp |
| Employer contribution / active EE | $424 | $4,040-89.5% | $3,636-88.3% | $4,741-91.0% |
| Participant deferral / active EE | $1,917 | $5,292-63.8% | $4,729-59.5% | $6,401-70.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |