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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 | $88,754-64.4% | $81,820-61.3% | $145,877-78.3% |
| Participation rate | 8.3% | 75.1%-66.7pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $54 | $3,085-98.2% | $2,915-98.1% | $4,663-98.8% |
| Participant deferral / active EE | $1,917 | $4,648-58.8% | $4,323-55.7% | $6,691-71.4% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |