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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 | $19,605 | $85,169-77.0% | $172,755-88.7% | $72,983-73.1% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 22.53% | 27.32%-4.8pp | 802.94%-780.4pp | 81.01%-58.5pp |
| Employer contribution / active EE | $9 | $3,324-99.7% | $5,144-99.8% | $2,440-99.6% |
| Participant deferral / active EE | $2,316 | $3,260-28.9% | $5,198-55.4% | $3,608-35.8% |
| Admin fee / account holder | $225 | $5,880-96.2% | $13,955-98.4% | $5,124-95.6% |