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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 | $86,570 | $138,076-37.3% | $123,553-29.9% | $135,380-36.1% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -4.77% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $207 | $5,152-96.0% | $4,628-95.5% | $4,779-95.7% |
| Participant deferral / active EE | $4,625 | $6,800-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $53 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |