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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 | $155,180 | $82,678+87.7% | $125,391+23.8% | $68,490+126.6% |
| Participation rate | 50.9% | 75.1%-24.1pp | 82.4%-31.4pp | 67.9%-17.0pp |
| Annual return | -9.12% | -5.97%-3.1pp | 572.41%-581.5pp | -7.85%-1.3pp |
| Employer contribution / active EE | $230 | $3,382-93.2% | $4,816-95.2% | $2,597-91.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |