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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 | $19,913 | $50,947-60.9% | $74,549-73.3% | $64,173-69.0% |
| Participation rate | 11.8% | 61.1%-49.3pp | 69.1%-57.4pp | 69.6%-57.8pp |
| Annual return | -7.39% | -1.85%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $167 | $2,302-92.7% | $3,108-94.6% | $3,470-95.2% |
| Admin fee / account holder | $22 | $4,221-99.5% | $5,059-99.6% | $4,887-99.5% |