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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 | $8,685 | $45,872-81.1% | $77,100-88.7% | $68,490-87.3% |
| Participation rate | 17.9% | 55.9%-38.1pp | 67.9%-50.1pp | 67.9%-50.0pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $37 | $1,650-97.8% | $2,815-98.7% | $2,597-98.6% |
| Participant deferral / active EE | $1,516 | $2,963-48.8% | $4,430-65.8% | $4,028-62.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |