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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 | $20,286 | $49,255-58.8% | $70,494-71.2% | $79,856-74.6% |
| Participation rate | 22.2% | 69.2%-46.9pp | 75.1%-52.8pp | 69.6%-47.4pp |
| Annual return | 13.97% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $440 | $2,768-84.1% | $3,711-88.2% | $3,741-88.2% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |