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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,908 | $39,132-41.5% | $57,196-59.9% | $62,881-63.6% |
| Participation rate | 5.1% | 70.5%-65.4pp | 75.3%-70.2pp | 69.3%-64.2pp |
| Annual return | 6.89% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $281 | $2,374-88.2% | $3,096-90.9% | $3,203-91.2% |
| Admin fee / account holder | $20 | $2,594-99.2% | $3,141-99.4% | $4,296-99.5% |