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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 | $10,742 | $92,743-88.4% | $82,744-87.0% | $134,532-92.0% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -9.79% | 946.63%-956.4pp | 702.22%-712.0pp | 418.27%-428.1pp |
| Employer contribution / active EE | $23 | $3,273-99.3% | $3,008-99.2% | $4,741-99.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $82 | $5,977-98.6% | $5,325-98.5% | $11,429-99.3% |