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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 | $15,511 | $92,743-83.3% | $82,744-81.3% | $134,532-88.5% |
| Participation rate | 36.8% | 75.2%-38.4pp | 72.6%-35.7pp | 81.2%-44.4pp |
| Annual return | -11.86% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,238 | $4,802-74.2% | $4,395-71.8% | $6,401-80.7% |
| Admin fee / account holder | $61 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |