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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 | $24,484 | $43,344-43.5% | $59,899-59.1% | $64,173-61.8% |
| Participation rate | 16.4% | 69.2%-52.8pp | 74.7%-58.3pp | 69.6%-53.2pp |
| Annual return | -1.34% | -1.55%+0.2pp | 3.46%-4.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $163 | $2,547-93.6% | $3,402-95.2% | $3,470-95.3% |
| Admin fee / account holder | $14 | $3,008-99.5% | $3,592-99.6% | $4,887-99.7% |