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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 | $22,952 | $169,356-86.4% | $129,406-82.3% | $145,897-84.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 14418.62%-14418.6pp | 9468.18%-9468.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $24 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |