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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 | $9,939 | $100,911-90.2% | $90,440-89.0% | $158,966-93.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,898 | $4,348-33.4% | $3,964-26.9% | $5,983-51.6% |
| Admin fee / account holder | $36 | $6,507-99.4% | $5,615-99.4% | $11,250-99.7% |