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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 | $96,498 | $82,674+16.7% | $125,381-23.0% | $68,486+40.9% |
| Participation rate | 36.2% | 75.1%-38.8pp | 82.4%-46.2pp | 67.9%-31.7pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,775 | $6,111-54.6% | $7,448-62.7% | $4,028-31.1% |
| Admin fee / account holder | $51 | $6,277-99.2% | $10,007-99.5% | $5,404-99.1% |