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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 | $16,068 | $42,909-62.6% | $60,906-73.6% | $68,486-76.5% |
| Participation rate | 20.6% | 66.8%-46.2pp | 73.1%-52.5pp | 67.9%-47.3pp |
| Annual return | -11.52% | -13.99%+2.5pp | 16.94%-28.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $377 | $2,866-86.9% | $3,814-90.1% | $4,028-90.7% |
| Admin fee / account holder | $203 | $3,104-93.5% | $3,227-93.7% | $5,404-96.2% |