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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 | $14,131 | $107,666-86.9% | $102,184-86.2% | $154,746-90.9% |
| Participation rate | 55.6% | 83.7%-28.2pp | 82.6%-27.0pp | 80.7%-25.1pp |
| Annual return | 18.49% | 29.33%-10.8pp | 31.58%-13.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $115 | $8,719-98.7% | $8,309-98.6% | $6,730-98.3% |
| Admin fee / account holder | $107 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |