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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 | $19,600 | $73,863-73.5% | $143,797-86.4% | $68,490-71.4% |
| Participation rate | 47.1% | 66.7%-19.6pp | 80.3%-33.3pp | 67.9%-20.8pp |
| Annual return | -15.61% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,300 | $3,385-2.5% | $5,638-41.5% | $4,028-18.1% |
| Admin fee / account holder | $6 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |