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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 | $173,511 | $92,743+87.1% | $82,744+109.7% | $134,532+29.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.17% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $153 | $3,273-95.3% | $3,008-94.9% | $4,741-96.8% |
| Participant deferral / active EE | $2,565 | $4,802-46.6% | $4,395-41.6% | $6,401-59.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |