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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 | $13,857 | $133,981-89.7% | $112,249-87.7% | $134,532-89.7% |
| Participation rate | 21.1% | 78.6%-57.5pp | 75.1%-54.0pp | 81.2%-60.2pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $699 | $4,040-82.7% | $3,636-80.8% | $4,741-85.3% |
| Participant deferral / active EE | $2,240 | $5,292-57.7% | $4,729-52.6% | $6,401-65.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |