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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 | $10,145 | $45,872-77.9% | $77,096-86.8% | $68,486-85.2% |
| Participation rate | 17.4% | 55.9%-38.5pp | 67.9%-50.5pp | 67.9%-50.5pp |
| Annual return | -7.81% | 1.73%-9.5pp | 42.35%-50.2pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $449 | $2,963-84.9% | $4,429-89.9% | $4,028-88.9% |
| Admin fee / account holder | $9 | $3,041-99.7% | $5,428-99.8% | $5,404-99.8% |