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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 | $10,096 | $27,639-63.5% | $61,501-83.6% | $68,490-85.3% |
| Participation rate | 8.2% | 39.5%-31.3pp | 52.6%-44.4pp | 67.9%-59.7pp |
| Annual return | -21.12% | -13.19%-7.9pp | 339.04%-360.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $380 | $1,264-69.9% | $2,125-82.1% | $4,028-90.6% |
| Admin fee / account holder | $75 | $2,012-96.3% | $2,132-96.5% | $5,403-98.6% |