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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 | $20,945 | $118,877-82.4% | $96,570-78.3% | $167,536-87.5% |
| Participation rate | 14.3% | 75.5%-61.2pp | 69.8%-55.5pp | 82.1%-67.8pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $166 | $3,121-94.7% | $2,357-93.0% | $4,839-96.6% |
| Participant deferral / active EE | $2,786 | $4,617-39.7% | $3,849-27.6% | $6,342-56.1% |
| Admin fee / account holder | $9 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |