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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 | $43,585 | $84,685-48.5% | $73,836-41.0% | $125,389-65.2% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -1.19% | 3123.80%-3125.0pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,927 | $3,993+173.7% | $3,583+205.0% | $5,352+104.2% |
| Admin fee / account holder | $7 | $5,694-99.9% | $4,882-99.9% | $9,541-99.9% |