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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 | $3,153 | $27,639-88.6% | $61,501-94.9% | $68,490-95.4% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $626 | $1,264-50.4% | $2,125-70.5% | $4,028-84.4% |
| Admin fee / account holder | $13 | $2,012-99.4% | $2,132-99.4% | $5,403-99.8% |