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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 | $46,662 | $42,910+8.7% | $60,919-23.4% | $68,490-31.9% |
| Participation rate | 52.0% | 66.8%-14.8pp | 73.1%-21.1pp | 67.9%-15.9pp |
| Annual return | -13.61% | -13.99%+0.4pp | 16.96%-30.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,475 | $2,866-13.6% | $3,814-35.1% | $4,028-38.5% |
| Admin fee / account holder | $7 | $3,104-99.8% | $3,228-99.8% | $5,403-99.9% |