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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 | $70,002-100.0% | $115,038-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 81.4%-81.4pp | 68.1%-68.1pp |
| Annual return | 0.09% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,713 | $4,920+56.8% | $6,026+28.0% | $3,022+155.2% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |