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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 | $0 | $58,851-100.0% | $115,170-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.9%-75.9pp | 69.5%-69.5pp |
| Annual return | 19.57% | 23.16%-3.6pp | 35.60%-16.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $392 | $1,798-78.2% | $3,179-87.7% | $2,440-84.0% |
| Participant deferral / active EE | $1,058 | $2,643-60.0% | $4,169-74.6% | $3,608-70.7% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |