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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 | $32,456 | $100,792-67.8% | $86,691-62.6% | $134,509-75.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.99% | 29.08%-47.1pp | 35.94%-53.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $636 | $3,491-81.8% | $2,837-77.6% | $4,741-86.6% |
| Participant deferral / active EE | $2,154 | $5,339-59.7% | $4,656-53.7% | $6,400-66.3% |
| Admin fee / account holder | $17 | $10,924-99.8% | $7,492-99.8% | $11,427-99.8% |