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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 | $77,918 | $92,766-16.0% | $82,763-5.9% | $134,545-42.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -14.21% | 946.97%-961.2pp | 702.45%-716.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $25,146 | $4,802+423.6% | $4,395+472.1% | $6,401+292.8% |
| Admin fee / account holder | $264 | $5,978-95.6% | $5,325-95.0% | $11,431-97.7% |