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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 | $20,676 | $45,566-54.6% | $64,105-67.7% | $59,633-65.3% |
| Participation rate | 68.8% | 60.2%+8.6pp | 68.2%+0.6pp | 68.7%+0.1pp |
| Annual return | -2.05% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,416 | $2,057+17.5% | $2,822-14.4% | $3,192-24.3% |
| Admin fee / account holder | $46 | $3,268-98.6% | $4,499-99.0% | $4,297-98.9% |