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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 | $14,052 | $49,249-71.5% | $70,476-80.1% | $79,852-82.4% |
| Participation rate | 4.2% | 69.2%-65.0pp | 75.1%-70.9pp | 69.6%-65.5pp |
| Annual return | 19.28% | 30.09%-10.8pp | 109.12%-89.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $58 | $2,769-97.9% | $3,710-98.4% | $3,740-98.5% |
| Admin fee / account holder | $60 | $2,878-97.9% | $3,847-98.4% | $5,306-98.9% |