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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 | $19,682 | $50,947-61.4% | $74,551-73.6% | $64,173-69.3% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.1%-49.1pp | 69.6%-49.6pp |
| Annual return | -6.11% | -1.85%-4.3pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $419 | $2,302-81.8% | $3,108-86.5% | $3,470-87.9% |
| Admin fee / account holder | $155 | $4,221-96.3% | $5,059-96.9% | $4,887-96.8% |