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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 | $14,557 | $97,729-85.1% | $83,830-82.6% | $135,379-89.2% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -9.21% | 1287.52%-1296.7pp | 850.97%-860.2pp | 519.79%-529.0pp |
| Employer contribution / active EE | $29 | $4,222-99.3% | $3,631-99.2% | $4,779-99.4% |
| Participant deferral / active EE | $1,698 | $4,683-63.7% | $4,082-58.4% | $5,609-69.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |