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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 | $30,018 | $53,774-44.2% | $134,162-77.6% | $79,852-62.4% |
| Participation rate | 20.7% | 58.8%-38.1pp | 72.2%-51.5pp | 69.6%-48.9pp |
| Annual return | 13.87% | 19.01%-5.1pp | 36.35%-22.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $651 | $2,420-73.1% | $3,500-81.4% | $3,740-82.6% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |