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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 | $14,220 | $61,125-76.7% | $94,057-84.9% | $87,485-83.7% |
| Participation rate | 22.2% | 64.1%-41.8pp | 73.3%-51.1pp | 68.9%-46.7pp |
| Annual return | 17.39% | 35.20%-17.8pp | 480.62%-463.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $599 | $3,260-81.6% | $4,709-87.3% | $4,274-86.0% |
| Admin fee / account holder | $64 | $5,629-98.9% | $7,244-99.1% | $7,775-99.2% |