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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 | $24,457 | $41,016-40.4% | $152,093-83.9% | $64,097-61.8% |
| Participation rate | 4.6% | 51.3%-46.7pp | 77.8%-73.1pp | 55.2%-50.6pp |
| Annual return | 14.89% | 39.60%-24.7pp | 66.36%-51.5pp | 34.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $396 | $1,927-79.4% | $5,451-92.7% | $3,080-87.1% |
| Admin fee / account holder | $0 | $2,305-100.0% | $14,497-100.0% | $3,454-100.0% |