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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 | $25,206 | $138,078-81.7% | $125,363-79.9% | $134,509-81.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.93% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $877 | $5,245-83.3% | $4,815-81.8% | $4,741-81.5% |
| Participant deferral / active EE | $4,569 | $7,800-41.4% | $7,447-38.6% | $6,400-28.6% |
| Admin fee / account holder | $168 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |