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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 | $26,156 | $53,837-51.4% | $75,717-65.5% | $85,856-69.5% |
| Participation rate | 10.0% | 69.1%-59.1pp | 74.8%-64.8pp | 69.3%-59.3pp |
| Annual return | 26.78% | 24.54%+2.2pp | 104.58%-77.8pp | 318.58%-291.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $790 | $2,895-72.7% | $3,821-79.3% | $3,952-80.0% |
| Admin fee / account holder | $4 | $3,341-99.9% | $3,619-99.9% | $6,261-99.9% |