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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 | $121,809 | $90,617+34.4% | $79,476+53.3% | $135,382-10.0% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.07% | 977.57%-980.6pp | 718.21%-721.3pp | 519.77%-522.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,111 | $4,050-47.9% | $3,704-43.0% | $5,609-62.4% |
| Admin fee / account holder | $148 | $5,907-97.5% | $5,113-97.1% | $10,829-98.6% |