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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 | $15,117 | $43,344-65.1% | $59,899-74.8% | $64,173-76.4% |
| Participation rate | 20.0% | 69.2%-49.2pp | 74.7%-54.7pp | 69.6%-49.6pp |
| Annual return | -3.62% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $314 | $2,547-87.7% | $3,402-90.8% | $3,470-90.9% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |