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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 | $41,702 | $55,889-25.4% | $76,119-45.2% | $80,935-48.5% |
| Participation rate | 20.5% | 62.1%-41.6pp | 69.1%-48.6pp | 67.7%-47.2pp |
| Annual return | 15.71% | 20.58%-4.9pp | 361.25%-345.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $421 | $3,051-86.2% | $4,259-90.1% | $4,299-90.2% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |