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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 | $22,875 | $48,053-52.4% | $84,628-73.0% | $72,975-68.7% |
| Participation rate | 8.0% | 57.6%-49.6pp | 68.2%-60.2pp | 69.5%-61.5pp |
| Annual return | 21.96% | 37.39%-15.4pp | 258.80%-236.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $234 | $2,681-91.3% | $3,900-94.0% | $3,608-93.5% |
| Admin fee / account holder | $20 | $3,395-99.4% | $4,914-99.6% | $5,124-99.6% |