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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 | $185,408 | $133,981+38.4% | $112,249+65.2% | $134,532+37.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.17% | 47.16%-65.3pp | 27.48%-45.6pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,457 | $5,292-53.6% | $4,729-48.0% | $6,401-61.6% |
| Admin fee / account holder | $67 | $7,492-99.1% | $6,412-98.9% | $11,429-99.4% |