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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 | $22,681 | $46,360-51.1% | $147,617-84.6% | $52,331-56.7% |
| Participation rate | 26.7% | 64.9%-38.2pp | 84.6%-57.9pp | 68.1%-41.4pp |
| Annual return | -1.42% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $595 | $2,258-73.6% | $4,895-87.8% | $3,022-80.3% |
| Admin fee / account holder | $57 | $766-92.6% | $11,612-99.5% | $592-90.4% |