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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 | $27,182 | $114,093-76.2% | $96,171-71.7% | $167,536-83.8% |
| Participation rate | 9.1% | 75.1%-66.0pp | 68.4%-59.4pp | 82.1%-73.0pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $104 | $3,429-97.0% | $2,799-96.3% | $4,839-97.8% |
| Participant deferral / active EE | $2,364 | $5,197-54.5% | $4,350-45.7% | $6,342-62.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |