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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 | $89,648 | $105,866-15.3% | $90,766-1.2% | $134,545-33.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -11.80% | -10.99%-0.8pp | -12.16%+0.4pp | 418.37%-430.2pp |
| Employer contribution / active EE | $563 | $3,464-83.8% | $2,922-80.7% | $4,742-88.1% |
| Participant deferral / active EE | $1,876 | $5,217-64.0% | $4,565-58.9% | $6,401-70.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |