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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 | $31,090 | $90,590-65.7% | $90,782-65.8% | $135,382-77.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -7.52% | -3.40%-4.1pp | -3.42%-4.1pp | 519.77%-527.3pp |
| Employer contribution / active EE | $1,079 | $4,352-75.2% | $4,105-73.7% | $4,779-77.4% |
| Participant deferral / active EE | $5,573 | $5,407+3.1% | $5,366+3.9% | $5,609-0.6% |
| Admin fee / account holder | $4 | $7,683-99.9% | $5,908-99.9% | $10,829-100.0% |