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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 | $38,387 | $97,020-60.4% | $83,322-53.9% | $135,379-71.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -7.78% | 12.31%-20.1pp | 10.64%-18.4pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,588 | $5,964-56.6% | $5,565-53.5% | $5,609-53.9% |
| Admin fee / account holder | $156 | $8,426-98.1% | $7,540-97.9% | $10,828-98.6% |