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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 | $88,710-64.3% | $81,783-61.3% | $145,959-78.3% |
| Participation rate | 8.3% | 75.0%-66.7pp | 72.4%-64.0pp | 80.3%-72.0pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $54 | $3,083-98.2% | $2,913-98.1% | $4,661-98.8% |
| Participant deferral / active EE | $1,917 | $4,645-58.7% | $4,320-55.6% | $6,689-71.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |