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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 | $58,250 | $108,226-46.2% | $77,513-24.9% | $158,950-63.4% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,150 | $2,456+394.7% | $1,861+552.9% | $5,983+103.1% |
| Admin fee / account holder | $255 | $3,710-93.1% | $2,859-91.1% | $11,248-97.7% |