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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 | $15,083 | $45,050-66.5% | $63,018-76.1% | $70,126-78.5% |
| Participation rate | 26.5% | 69.5%-43.0pp | 74.8%-48.3pp | 69.5%-43.1pp |
| Annual return | 14.63% | 18.76%-4.1pp | 87.62%-73.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $542 | $2,466-78.0% | $3,330-83.7% | $3,332-83.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |