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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 | $32,726 | $67,340-51.4% | $60,888-46.3% | $134,493-75.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -10.38% | 49.97%-60.3pp | 16.91%-27.3pp | 418.01%-428.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,467 | $4,538-45.6% | $3,817-35.4% | $6,400-61.5% |
| Admin fee / account holder | $118 | $4,583-97.4% | $3,225-96.3% | $11,425-99.0% |