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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 | $26,755 | $100,811-73.5% | $86,698-69.1% | $134,545-80.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -14.31% | 29.11%-43.4pp | 35.96%-50.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,428 | $5,339-54.5% | $4,656-47.9% | $6,401-62.1% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |