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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 | $11,978 | $134,001-91.1% | $112,258-89.3% | $134,509-91.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $558 | $4,039-86.2% | $3,636-84.7% | $4,741-88.2% |
| Participant deferral / active EE | $5,232 | $5,291-1.1% | $4,728+10.6% | $6,400-18.3% |
| Admin fee / account holder | $28 | $7,491-99.6% | $6,411-99.6% | $11,427-99.8% |