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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $73,863-100.0% | $143,797-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -6.25% | 0.91%-7.2pp | -0.04%-6.2pp | -7.85%+1.6pp |
| Employer contribution / active EE | $811 | $3,185-74.5% | $4,952-83.6% | $2,597-68.8% |
| Participant deferral / active EE | $661 | $3,385-80.5% | $5,638-88.3% | $4,028-83.6% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |