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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 | $27,606 | $92,219-70.1% | $76,767-64.0% | $135,380-79.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -4.46% | 5.46%-9.9pp | 2.43%-6.9pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,503 | $4,508+22.1% | $3,852+42.9% | $5,609-1.9% |
| Admin fee / account holder | $31 | $10,749-99.7% | $6,675-99.5% | $10,828-99.7% |