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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 | $80,223 | $133,998-40.1% | $112,263-28.5% | $134,545-40.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -10.09% | 47.17%-57.3pp | 27.49%-37.6pp | 418.37%-428.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,422 | $5,292-54.2% | $4,729-48.8% | $6,401-62.2% |
| Admin fee / account holder | $15 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |