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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 | $16,951 | $190,862-91.1% | $159,991-89.4% | $134,509-87.4% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -19.55% | 552.59%-572.1pp | 408.82%-428.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $589 | $4,995-88.2% | $4,225-86.1% | $4,741-87.6% |
| Participant deferral / active EE | $1,660 | $6,924-76.0% | $6,183-73.1% | $6,400-74.1% |
| Admin fee / account holder | $83 | $10,495-99.2% | $8,715-99.1% | $11,427-99.3% |