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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 | $26,959 | $95,406-71.7% | $185,849-85.5% | $85,847-68.6% |
| Participation rate | 60.6% | 68.8%-8.2pp | 81.7%-21.1pp | 69.3%-8.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | -$554 | $3,314-116.7% | $5,169-110.7% | $2,565-121.6% |
| Participant deferral / active EE | $1,879 | $3,424-45.1% | $5,569-66.3% | $3,952-52.5% |
| Admin fee / account holder | $96 | $7,214-98.7% | $16,244-99.4% | $6,261-98.5% |