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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 | $28,941 | $138,078-79.0% | $125,363-76.9% | $134,509-78.5% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -18.11% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,736 | $7,800-13.6% | $7,447-9.6% | $6,400+5.2% |
| Admin fee / account holder | $65 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |