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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 | $8,573 | $25,979-67.0% | $71,702-88.0% | $68,495-87.5% |
| Participation rate | 11.8% | 54.5%-42.7pp | 62.3%-50.6pp | 67.9%-56.1pp |
| Annual return | -16.69% | -15.10%-1.6pp | 9.14%-25.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $311 | $1,522-79.6% | $2,658-88.3% | $4,028-92.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |