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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 | $12,858 | $43,338-70.3% | $59,887-78.5% | $64,173-80.0% |
| Participation rate | 22.5% | 69.2%-46.7pp | 74.7%-52.2pp | 69.6%-47.1pp |
| Annual return | -4.94% | -1.55%-3.4pp | 3.46%-8.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $518 | $2,547-79.7% | $3,402-84.8% | $3,470-85.1% |
| Admin fee / account holder | $25 | $3,007-99.2% | $3,591-99.3% | $4,887-99.5% |