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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 | $17,387 | $42,383-59.0% | $76,518-77.3% | $64,173-72.9% |
| Participation rate | 8.5% | 58.1%-49.6pp | 68.0%-59.5pp | 69.6%-61.0pp |
| Annual return | -6.64% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $196 | $2,566-92.4% | $3,836-94.9% | $3,470-94.4% |
| Admin fee / account holder | $15 | $3,198-99.5% | $4,849-99.7% | $4,887-99.7% |