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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 | $25,143 | $97,020-74.1% | $83,322-69.8% | $135,379-81.4% |
| Participation rate | 69.2% | 80.4%-11.2pp | 77.8%-8.5pp | 82.6%-13.4pp |
| Annual return | -8.67% | 12.31%-21.0pp | 10.64%-19.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,539 | $5,964+9.6% | $5,565+17.5% | $5,609+16.6% |
| Admin fee / account holder | -$29 | $8,426-100.3% | $7,540-100.4% | $10,828-100.3% |