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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 | $49,596 | $100,811-50.8% | $86,698-42.8% | $134,545-63.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -12.93% | 29.11%-42.0pp | 35.96%-48.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $625 | $3,490-82.1% | $2,837-78.0% | $4,742-86.8% |
| Participant deferral / active EE | $6,665 | $5,339+24.8% | $4,656+43.1% | $6,401+4.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |