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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 | $15,187 | $64,920-76.6% | $103,693-85.4% | $86,983-82.5% |
| Participation rate | 9.1% | 63.6%-54.5pp | 72.6%-63.6pp | 69.5%-60.5pp |
| Annual return | 13.30% | 30.29%-17.0pp | 47.61%-34.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $575 | $3,241-82.2% | $4,579-87.4% | $4,194-86.3% |
| Admin fee / account holder | $0 | $6,191-100.0% | $7,858-100.0% | $7,856-100.0% |