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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 | $17,112 | $45,872-62.7% | $77,096-77.8% | $68,486-75.0% |
| Participation rate | 35.1% | 55.9%-20.8pp | 67.9%-32.8pp | 67.9%-32.8pp |
| Annual return | -12.69% | 1.73%-14.4pp | 42.35%-55.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $457 | $1,650-72.3% | $2,814-83.7% | $2,597-82.4% |
| Participant deferral / active EE | $552 | $2,963-81.4% | $4,429-87.5% | $4,028-86.3% |
| Admin fee / account holder | $117 | $3,041-96.1% | $5,428-97.8% | $5,404-97.8% |