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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 | $30,454 | $67,352-54.8% | $60,899-50.0% | $134,509-77.4% |
| Participation rate | 31.3% | 76.2%-44.9pp | 73.1%-41.9pp | 81.2%-50.0pp |
| Annual return | -16.36% | 49.99%-66.4pp | 16.92%-33.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,462 | $4,539-67.8% | $3,817-61.7% | $6,400-77.2% |
| Admin fee / account holder | $15 | $4,585-99.7% | $3,225-99.5% | $11,427-99.9% |