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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 | $32,237 | $56,200-42.6% | $67,653-52.3% | $59,633-45.9% |
| Participation rate | 39.4% | 71.5%-32.1pp | 75.7%-36.3pp | 68.7%-29.3pp |
| Annual return | -0.83% | 18506.71%-18507.5pp | 6625.22%-6626.1pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $721 | $2,843-74.6% | $3,560-79.7% | $3,192-77.4% |
| Admin fee / account holder | $180 | $3,959-95.5% | $4,821-96.3% | $4,297-95.8% |