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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 | $25,092 | $39,132-35.9% | $57,196-56.1% | $62,881-60.1% |
| Participation rate | 16.4% | 70.5%-54.1pp | 75.3%-58.9pp | 69.3%-52.9pp |
| Annual return | 4.52% | 9.24%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $183 | $2,374-92.3% | $3,096-94.1% | $3,203-94.3% |
| Admin fee / account holder | $226 | $2,594-91.3% | $3,141-92.8% | $4,296-94.7% |