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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 | $12,889 | $61,787-79.1% | $97,197-86.7% | $80,925-84.1% |
| Participation rate | 59.4% | 63.5%-4.1pp | 72.7%-13.3pp | 67.7%-8.3pp |
| Annual return | 0.00% | -558.16%+558.2pp | 75.47%-75.5pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,819 | $3,027-6.9% | $4,263-33.9% | $4,299-34.4% |
| Admin fee / account holder | $194 | $5,170-96.2% | $5,637-96.6% | $6,940-97.2% |