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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 | $11,200 | $45,079-75.2% | $69,461-83.9% | $72,983-84.7% |
| Participation rate | 3.7% | 68.5%-64.8pp | 74.6%-70.9pp | 69.5%-65.8pp |
| Annual return | 23.31% | 22.65%+0.7pp | 28.97%-5.7pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $48 | $2,603-98.2% | $3,536-98.6% | $3,608-98.7% |
| Admin fee / account holder | $53 | $3,056-98.3% | $3,840-98.6% | $5,124-99.0% |