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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 | $61,854 | $133,998-53.8% | $112,263-44.9% | $134,545-54.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.12% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $149 | $4,040-96.3% | $3,636-95.9% | $4,742-96.9% |
| Participant deferral / active EE | $9,364 | $5,292+76.9% | $4,729+98.0% | $6,401+46.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |