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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 | $20,433 | $48,570-57.9% | $130,660-84.4% | $72,975-72.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 71.7%-71.7pp | 69.5%-69.5pp |
| Annual return | 29.55% | 38.63%-9.1pp | 1709.29%-1679.7pp | 81.01%-51.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,234 | $2,384-6.3% | $3,603-38.0% | $3,608-38.1% |
| Admin fee / account holder | $80 | $3,549-97.8% | $5,463-98.5% | $5,124-98.4% |