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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 | $25,841 | $92,743-72.1% | $82,744-68.8% | $134,532-80.8% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -9.99% | 946.63%-956.6pp | 702.22%-712.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,088 | $4,802-77.3% | $4,395-75.2% | $6,401-83.0% |
| Admin fee / account holder | $265 | $5,977-95.6% | $5,325-95.0% | $11,429-97.7% |