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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 | $8,672 | $102,595-91.5% | $94,057-90.8% | $154,746-94.4% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 26.98% | 583.42%-556.4pp | 480.62%-453.6pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,181 | $5,118-76.9% | $4,709-74.9% | $6,730-82.4% |
| Admin fee / account holder | $93 | $7,736-98.8% | $7,244-98.7% | $14,365-99.3% |