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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 | $27,840 | $75,541-63.1% | $152,093-81.7% | $82,637-66.3% |
| Participation rate | 17.1% | 66.5%-49.4pp | 77.8%-60.6pp | 68.1%-50.9pp |
| Annual return | 14.72% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $374 | $3,206-88.3% | $5,451-93.1% | $4,126-90.9% |
| Admin fee / account holder | $24 | $6,405-99.6% | $14,497-99.8% | $7,339-99.7% |