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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 | $10,434 | $46,599-77.6% | $64,101-83.7% | $75,173-86.1% |
| Participation rate | 13.2% | 65.9%-52.8pp | 72.3%-59.2pp | 67.2%-54.0pp |
| Annual return | 15.89% | 26.06%-10.2pp | 33.72%-17.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $424 | $2,837-85.1% | $3,881-89.1% | $4,126-89.7% |
| Admin fee / account holder | $57 | $2,956-98.1% | $3,070-98.1% | $5,651-99.0% |