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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 | $65,334 | $92,766-29.6% | $82,763-21.1% | $134,545-51.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.15% | 946.97%-967.1pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,928 | $4,802+23.4% | $4,395+34.9% | $6,401-7.4% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |