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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 | $23,570 | $133,981-82.4% | $112,249-79.0% | $134,532-82.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -10.48% | 47.16%-57.6pp | 27.48%-38.0pp | 418.27%-428.7pp |
| Employer contribution / active EE | $496 | $4,040-87.7% | $3,636-86.4% | $4,741-89.5% |
| Participant deferral / active EE | $10,310 | $5,292+94.8% | $4,729+118.0% | $6,401+61.1% |
| Admin fee / account holder | $50 | $7,492-99.3% | $6,412-99.2% | $11,429-99.6% |