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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 | $32,228 | $50,947-36.7% | $74,551-56.8% | $64,173-49.8% |
| Participation rate | 44.1% | 61.1%-16.9pp | 69.1%-25.0pp | 69.6%-25.5pp |
| Annual return | -7.13% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $975 | $2,302-57.6% | $3,108-68.6% | $3,470-71.9% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |