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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 | $8,717 | $37,446-76.7% | $77,552-88.8% | $79,856-89.1% |
| Participation rate | 7.1% | 41.5%-34.4pp | 54.2%-47.0pp | 69.6%-62.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $71 | $637-88.8% | $987-92.8% | $2,471-97.1% |
| Participant deferral / active EE | $507 | $1,261-59.8% | $1,861-72.8% | $3,741-86.5% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |