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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 | $16,955 | $77,638-78.2% | $156,551-89.2% | $62,881-73.0% |
| Participation rate | 22.7% | 71.2%-48.5pp | 84.0%-61.3pp | 69.3%-46.6pp |
| Annual return | 5.89% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $603 | $3,046-80.2% | $4,871-87.6% | $3,203-81.2% |
| Admin fee / account holder | $138 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |