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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 | $28,185 | $46,877-39.9% | $122,354-77.0% | $70,126-59.8% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.5pp | 69.5%-48.4pp |
| Annual return | 16.28% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $142 | $2,167-93.4% | $3,287-95.7% | $3,332-95.7% |
| Admin fee / account holder | $53 | $3,324-98.4% | $5,479-99.0% | $4,645-98.9% |