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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 | $189,572 | $81,870+131.6% | $119,622+58.5% | $68,486+176.8% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -10.20% | -23.82%+13.6pp | -14.98%+4.8pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,993 | $4,148-27.8% | $5,601-46.6% | $4,028-25.7% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |