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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 | $38,538 | $50,554-23.8% | $67,681-43.1% | $87,485-55.9% |
| Participation rate | 12.5% | 67.7%-55.2pp | 73.7%-61.2pp | 68.9%-56.4pp |
| Annual return | 11.45% | 17.81%-6.4pp | 590.58%-579.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $367 | $2,961-87.6% | $3,976-90.8% | $4,274-91.4% |
| Admin fee / account holder | $253 | $4,132-93.9% | $6,100-95.9% | $7,775-96.7% |