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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 | $11,128 | $46,599-76.1% | $64,101-82.6% | $75,173-85.2% |
| Participation rate | 20.0% | 65.9%-45.9pp | 72.3%-52.3pp | 67.2%-47.2pp |
| Annual return | 13.84% | 26.06%-12.2pp | 33.72%-19.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $297 | $2,837-89.5% | $3,881-92.3% | $4,126-92.8% |
| Admin fee / account holder | $46 | $2,956-98.5% | $3,070-98.5% | $5,651-99.2% |