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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 | $26,314 | $51,638-49.0% | $68,368-61.5% | $82,448-68.1% |
| Participation rate | 3.6% | 63.6%-60.0pp | 73.8%-70.2pp | 68.1%-64.5pp |
| Annual return | 19.44% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $257 | $2,914-91.2% | $4,123-93.8% | $4,139-93.8% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |