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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 | $47,885 | $97,020-50.6% | $83,327-42.5% | $135,380-64.6% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -3.72% | 12.31%-16.0pp | 10.64%-14.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,750 | $5,964-53.9% | $5,565-50.6% | $5,609-51.0% |
| Admin fee / account holder | $5 | $8,426-99.9% | $7,540-99.9% | $10,828-100.0% |