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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 | $15,339 | $111,878-86.3% | $93,727-83.6% | $145,897-89.5% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.3pp | 80.3%-43.9pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $432 | $3,092-86.0% | $2,421-82.1% | $4,663-90.7% |
| Participant deferral / active EE | $1,388 | $4,920-71.8% | $4,417-68.6% | $6,689-79.3% |
| Admin fee / account holder | $33 | $10,256-99.7% | $8,292-99.6% | $13,390-99.8% |