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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 | $67,506 | $73,848-8.6% | $143,799-53.1% | $68,486-1.4% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -12.57% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $283 | $3,184-91.1% | $4,952-94.3% | $2,597-89.1% |
| Participant deferral / active EE | $1,446 | $3,385-57.3% | $5,638-74.4% | $4,028-64.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |