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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 | $15,345 | $55,932-72.6% | $76,735-80.0% | $67,986-77.4% |
| Participation rate | 8.7% | 50.8%-42.1pp | 69.5%-60.8pp | 57.2%-48.6pp |
| Annual return | 13.73% | 23.10%-9.4pp | 29.77%-16.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $304 | $2,558-88.1% | $4,088-92.6% | $3,358-90.9% |
| Admin fee / account holder | $141 | $4,907-97.1% | $7,189-98.0% | $3,203-95.6% |