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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 | $46,143 | $135,645-66.0% | $110,243-58.1% | $135,379-65.9% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -6.19% | 513.24%-519.4pp | 314.76%-321.0pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,662 | $5,507-33.5% | $4,672-21.6% | $5,609-34.7% |
| Admin fee / account holder | $159 | $11,458-98.6% | $8,548-98.1% | $10,828-98.5% |