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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 | $17,980 | $49,791-63.9% | $78,210-77.0% | $70,126-74.4% |
| Participation rate | 2.2% | 62.3%-60.1pp | 68.7%-66.6pp | 69.5%-67.4pp |
| Annual return | 25.06% | 20.75%+4.3pp | 40.90%-15.8pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $154 | $2,150-92.8% | $2,823-94.5% | $3,332-95.4% |
| Admin fee / account holder | $0 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |