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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 | $57,809 | $131,835-56.2% | $108,582-46.8% | $273,972-78.9% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 4.64% | -91.57%+96.2pp | -51.70%+56.3pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,527 | $5,127-70.2% | $4,311-64.6% | $5,287-71.1% |
| Admin fee / account holder | $6 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |