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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 | $64,210 | $167,362-61.6% | $143,799-55.3% | $134,532-52.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -19.38% | 0.47%-19.9pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,494 | $6,447-14.8% | $5,638-2.6% | $6,401-14.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |