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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 | $99,502 | $84,628+17.6% | $61,501+61.8% | $134,545-26.0% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -12.05% | 585.61%-597.7pp | 339.04%-351.1pp | 418.37%-430.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,227 | $2,819-56.5% | $2,125-42.2% | $6,401-80.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |