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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 | $34,392 | $57,072-39.7% | - | $125,389-72.6% |
| Participation rate | 60.0% | 73.1%-13.1pp | - | 83.2%-23.2pp |
| Annual return | -0.38% | 36.57%-36.9pp | - | 282.24%-282.6pp |
| Employer contribution / active EE | $115 | $3,605-96.8% | - | $4,866-97.6% |
| Participant deferral / active EE | $929 | $3,350-72.3% | - | $5,352-82.6% |
| Admin fee / account holder | $0 | $2,644-100.0% | - | $9,541-100.0% |