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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 | $13,775 | $88,596-84.5% | $70,098-80.3% | $134,509-89.8% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | 2.43% | 442.67%-440.2pp | 190.76%-188.3pp | 418.13%-415.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,171 | $4,772-12.6% | $3,849+8.4% | $6,400-34.8% |
| Admin fee / account holder | $48 | $10,441-99.5% | $6,266-99.2% | $11,427-99.6% |