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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 | $16,739 | $99,647-83.2% | $86,439-80.6% | $134,509-87.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -15.82% | 6784.13%-6800.0pp | 4395.55%-4411.4pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,811 | $7,246-61.2% | $6,952-59.6% | $6,400-56.1% |
| Admin fee / account holder | $59 | $8,373-99.3% | $6,732-99.1% | $11,427-99.5% |