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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 | $66,262 | $167,352-60.4% | $143,788-53.9% | $134,509-50.7% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -12.09% | 0.47%-12.6pp | -0.03%-12.1pp | 418.13%-430.2pp |
| Employer contribution / active EE | $578 | $5,620-89.7% | $4,952-88.3% | $4,741-87.8% |
| Participant deferral / active EE | $4,092 | $6,447-36.5% | $5,638-27.4% | $6,400-36.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |