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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 | $67,396-51.4% | $60,919-46.3% | $134,545-75.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -10.38% | 50.12%-60.5pp | 16.96%-27.3pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,467 | $4,534-45.6% | $3,814-35.3% | $6,401-61.5% |
| Admin fee / account holder | $118 | $4,590-97.4% | $3,228-96.3% | $11,431-99.0% |