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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 | $19,549 | $84,551-76.9% | $61,452-68.2% | $134,532-85.5% |
| Participation rate | 15.0% | 62.2%-47.2pp | 52.6%-37.6pp | 81.2%-66.2pp |
| Annual return | -13.08% | 585.39%-598.5pp | 338.96%-352.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,347 | $2,818-16.7% | $2,125+10.5% | $6,401-63.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |