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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 | $52,682-70.9% | $78,004-80.3% | $64,097-76.1% |
| Participation rate | 8.7% | 47.7%-39.1pp | 69.4%-60.8pp | 55.2%-46.5pp |
| Annual return | 13.73% | 22.45%-8.7pp | 31.07%-17.3pp | 34.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $304 | $2,346-87.0% | $4,092-92.6% | $3,080-90.1% |
| Admin fee / account holder | $141 | $5,420-97.4% | $7,578-98.1% | $3,454-95.9% |