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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 | $12,997 | $39,132-66.8% | $57,196-77.3% | $62,881-79.3% |
| Participation rate | 27.8% | 70.5%-42.7pp | 75.3%-47.6pp | 69.3%-41.5pp |
| Annual return | 6.19% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $554 | $2,374-76.7% | $3,096-82.1% | $3,203-82.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |