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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 | $13,934 | $75,935-81.6% | $60,547-77.0% | $125,389-88.9% |
| Participation rate | 28.6% | 76.5%-48.0pp | 68.0%-39.4pp | 83.2%-54.6pp |
| Annual return | -1.40% | -5.38%+4.0pp | 335.64%-337.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $355 | $3,438-89.7% | $2,419-85.3% | $4,866-92.7% |
| Participant deferral / active EE | $1,322 | $4,506-70.7% | $3,328-60.3% | $5,352-75.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |