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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 | $19,884 | $88,585-77.6% | $69,884-71.5% | $134,532-85.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -14.37% | 442.80%-457.2pp | 190.81%-205.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $916 | $4,770-80.8% | $3,848-76.2% | $6,401-85.7% |
| Admin fee / account holder | $44 | $10,441-99.6% | $6,266-99.3% | $11,429-99.6% |