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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 | $52,854 | $97,729-45.9% | $83,830-37.0% | $135,379-61.0% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -8.11% | 1287.52%-1295.6pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $299 | $4,222-92.9% | $3,631-91.8% | $4,779-93.7% |
| Participant deferral / active EE | $1,299 | $4,683-72.3% | $4,082-68.2% | $5,609-76.8% |
| Admin fee / account holder | $280 | $6,674-95.8% | $5,479-94.9% | $10,828-97.4% |