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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 | $21,851 | $42,910-49.1% | $60,919-64.1% | $68,490-68.1% |
| Participation rate | 33.3% | 66.8%-33.4pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -18.01% | -13.99%-4.0pp | 16.96%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $828 | $2,866-71.1% | $3,814-78.3% | $4,028-79.4% |
| Admin fee / account holder | $284 | $3,104-90.9% | $3,228-91.2% | $5,403-94.7% |