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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 | $15,811 | $81,276-80.5% | $155,574-89.8% | $80,925-80.5% |
| Participation rate | 10.0% | 66.2%-56.2pp | 78.2%-68.2pp | 67.7%-57.7pp |
| Annual return | 15.83% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $250 | $3,453-92.8% | $5,629-95.6% | $4,299-94.2% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |