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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 | $40,696 | $100,811-59.6% | $86,698-53.1% | $134,545-69.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -17.49% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,647 | $5,339+24.5% | $4,656+42.8% | $6,401+3.8% |
| Admin fee / account holder | $261 | $10,926-97.6% | $7,492-96.5% | $11,431-97.7% |