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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 | $92,684+87.2% | $82,706+109.8% | $134,509+29.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.17% | 945.84%-964.0pp | 701.76%-719.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $153 | $3,272-95.3% | $3,007-94.9% | $4,741-96.8% |
| Participant deferral / active EE | $2,565 | $4,800-46.6% | $4,394-41.6% | $6,400-59.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |