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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 | $24,889 | $46,534-46.5% | $64,097-61.2% | $75,177-66.9% |
| Participation rate | 15.5% | 65.9%-50.4pp | 72.3%-56.8pp | 67.2%-51.7pp |
| Annual return | 18.38% | 26.07%-7.7pp | 33.75%-15.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $738 | $2,835-74.0% | $3,881-81.0% | $4,126-82.1% |
| Admin fee / account holder | $196 | $2,957-93.4% | $3,070-93.6% | $5,651-96.5% |