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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 | $18,381 | $77,908-76.4% | $149,696-87.7% | $75,173-75.5% |
| Participation rate | 23.3% | 65.6%-42.2pp | 78.8%-55.4pp | 67.2%-43.9pp |
| Annual return | 14.82% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $549 | $3,411-83.9% | $5,682-90.3% | $4,126-86.7% |
| Admin fee / account holder | $24 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |