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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 | $40,200 | $77,817-48.3% | $123,553-67.5% | $64,173-37.4% |
| Participation rate | 30.0% | 74.7%-44.7pp | 82.3%-52.3pp | 69.6%-39.6pp |
| Annual return | -7.97% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,931 | $5,240-63.2% | $6,426-70.0% | $3,470-44.4% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |