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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 | $35,837 | $142,361-74.8% | $119,608-70.0% | $134,509-73.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -10.06% | -12.46%+2.4pp | -14.98%+4.9pp | 418.13%-428.2pp |
| Employer contribution / active EE | $600 | $5,224-88.5% | $4,232-85.8% | $4,741-87.3% |
| Participant deferral / active EE | $2,400 | $6,468-62.9% | $5,601-57.2% | $6,400-62.5% |
| Admin fee / account holder | $2 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |