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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 | $21,311 | $133,981-84.1% | $112,249-81.0% | $134,532-84.2% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -13.50% | 47.16%-60.7pp | 27.48%-41.0pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,173 | $5,292-40.0% | $4,729-32.9% | $6,401-50.4% |
| Admin fee / account holder | $107 | $7,492-98.6% | $6,412-98.3% | $11,429-99.1% |