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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 | $13,599 | $45,872-70.4% | $77,027-82.3% | $68,498-80.1% |
| Participation rate | 36.4% | 55.9%-19.6pp | 67.9%-31.5pp | 67.9%-31.5pp |
| Annual return | -8.29% | 1.73%-10.0pp | 42.32%-50.6pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $619 | $2,963-79.1% | $4,427-86.0% | $4,027-84.6% |
| Admin fee / account holder | $241 | $3,041-92.1% | $5,425-95.6% | $5,403-95.5% |