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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 | $47,428 | $105,867-55.2% | $90,760-47.7% | $134,532-64.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -19.21% | -10.99%-8.2pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,890 | $5,217-63.8% | $4,565-58.6% | $6,401-70.5% |
| Admin fee / account holder | $134 | $13,936-99.0% | $8,444-98.4% | $11,429-98.8% |