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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 | $100,970-86.0% | $96,576-85.4% | $137,256-89.7% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 18.49% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $115 | $8,286-98.6% | $7,956-98.6% | $6,407-98.2% |
| Admin fee / account holder | $107 | $11,312-99.1% | $11,381-99.1% | $12,270-99.1% |