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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 | $0 | $56,484-100.0% | $169,452-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | -2.11% | -1.55%-0.6pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,600 | $3,448+4.4% | $5,277-31.8% | $3,470+3.8% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |