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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 | $43,749-44.1% | $158,223-84.5% | $65,306-62.6% |
| Participation rate | 4.6% | 56.9%-52.3pp | 79.2%-74.6pp | 57.7%-53.0pp |
| Annual return | 14.89% | 19.41%-4.5pp | 52.09%-37.2pp | 21.94%-7.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $396 | $2,019-80.4% | $5,467-92.7% | $2,959-86.6% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |