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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 | $52,639-100.0% | $185,117-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 64.02% | 19.57%+44.4pp | 40.50%+23.5pp | 28.90%+35.1pp |
| Employer contribution / active EE | $200 | $1,483-86.5% | $4,182-95.2% | $2,042-90.2% |
| Participant deferral / active EE | $1,409 | $3,097-54.5% | $5,045-72.1% | $3,169-55.5% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |