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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 | $16,867 | $69,518-75.7% | $59,887-71.8% | $135,379-87.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.7%-12.2pp | 82.6%-20.1pp |
| Annual return | -2.98% | 7.95%-10.9pp | 3.46%-6.4pp | 519.79%-522.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $551 | $4,204-86.9% | $3,402-83.8% | $5,609-90.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |