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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 | $7,119 | $67,372-89.4% | $60,906-88.3% | $134,532-94.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -15.70% | 50.05%-65.7pp | 16.94%-32.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $30 | $3,099-99.0% | $2,703-98.9% | $4,741-99.4% |
| Participant deferral / active EE | $991 | $4,532-78.1% | $3,814-74.0% | $6,401-84.5% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |