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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 | $100,805-100.0% | $86,698-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -11.01% | 29.09%-40.1pp | 35.95%-47.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $492 | $3,490-85.9% | $2,837-82.7% | $4,741-89.6% |
| Participant deferral / active EE | $1,966 | $5,339-63.2% | $4,656-57.8% | $6,401-69.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |