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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 | $41,365 | $140,578-70.6% | $100,671-58.9% | $125,389-67.0% |
| Participation rate | 28.6% | 80.4%-51.8pp | 70.7%-42.1pp | 83.2%-54.6pp |
| Annual return | -1.26% | 24.67%-25.9pp | 20.43%-21.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $910 | $5,965-84.7% | $4,012-77.3% | $4,866-81.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23 | $6,716-99.7% | $4,850-99.5% | $9,541-99.8% |