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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 | $5,415 | $84,551-93.6% | $61,452-91.2% | $134,532-96.0% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -20.34% | 585.39%-605.7pp | 338.96%-359.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $200 | $2,818-92.9% | $2,125-90.6% | $6,401-96.9% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,131-97.1% | $11,429-99.5% |