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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 | $22,455 | $84,236-73.3% | $170,439-86.8% | $70,124-68.0% |
| Participation rate | 14.5% | 70.8%-56.3pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | 15.30% | 23.06%-7.8pp | 205.94%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $451 | $3,086-85.4% | $4,939-90.9% | $3,332-86.5% |
| Admin fee / account holder | $161 | $5,698-97.2% | $13,881-98.8% | $4,645-96.5% |