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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 | $40,737 | $73,839-44.8% | $143,788-71.7% | $68,495-40.5% |
| Participation rate | 11.9% | 66.7%-54.8pp | 80.3%-68.4pp | 67.9%-56.0pp |
| Annual return | -13.63% | 1.01%-14.6pp | -0.03%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $470 | $3,384-86.1% | $5,638-91.7% | $4,028-88.3% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,675-99.8% | $5,403-99.6% |