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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 | $39,287 | $167,353-76.5% | $143,797-72.7% | $134,545-70.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.48% | 0.48%-20.0pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $928 | $5,620-83.5% | $4,952-81.3% | $4,742-80.4% |
| Participant deferral / active EE | $2,118 | $6,447-67.1% | $5,638-62.4% | $6,401-66.9% |
| Admin fee / account holder | $260 | $18,096-98.6% | $14,679-98.2% | $11,431-97.7% |