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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 | $33,560 | $73,863-54.6% | $143,797-76.7% | $68,490-51.0% |
| Participation rate | 29.5% | 66.7%-37.2pp | 80.3%-50.8pp | 67.9%-38.4pp |
| Annual return | -10.52% | 0.91%-11.4pp | -0.04%-10.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,020 | $3,385-69.9% | $5,638-81.9% | $4,028-74.7% |
| Admin fee / account holder | -$441 | $5,756-107.7% | $14,679-103.0% | $5,403-108.2% |