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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 | $17,299 | $91,179-81.0% | $178,499-90.3% | $79,852-78.3% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 10.97% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $410 | $3,236-87.3% | $5,202-92.1% | $3,740-89.0% |
| Admin fee / account holder | $24 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |