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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 | $31,638 | $88,815-64.4% | $81,882-61.4% | $145,897-78.3% |
| Participation rate | 8.3% | 75.1%-66.7pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $54 | $3,086-98.2% | $2,916-98.1% | $4,663-98.8% |
| Participant deferral / active EE | $1,917 | $4,647-58.8% | $4,323-55.7% | $6,689-71.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |