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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 | $0 | $53,162-100.0% | $91,225-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -19.31% | -3.14%-16.2pp | 114.10%-133.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $310 | $1,709-81.8% | $2,851-89.1% | $2,596-88.1% |
| Participant deferral / active EE | $2,281 | $2,974-23.3% | $4,234-46.1% | $4,028-43.4% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,403-100.0% |