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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 | $71,444 | $92,743-23.0% | $82,744-13.7% | $134,532-46.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -16.96% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,858 | $4,802+42.8% | $4,395+56.1% | $6,401+7.1% |
| Admin fee / account holder | $8 | $5,977-99.9% | $5,325-99.8% | $11,429-99.9% |