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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 | $1,893 | $29,736-93.6% | $56,033-96.6% | $80,935-97.7% |
| Participation rate | 62.5% | 41.7%+20.8pp | 52.5%+10.0pp | 67.7%-5.2pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,174 | $1,228-4.5% | $1,954-39.9% | $4,299-72.7% |
| Admin fee / account holder | $91 | $2,434-96.3% | $2,827-96.8% | $6,924-98.7% |