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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 | $18,334 | $77,814-76.4% | $158,223-88.4% | $86,983-78.9% |
| Participation rate | 41.7% | 68.4%-26.7pp | 79.2%-37.5pp | 69.5%-27.9pp |
| Annual return | 12.30% | 30.54%-18.2pp | 52.09%-39.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $416 | $3,270-87.3% | $5,467-92.4% | $4,194-90.1% |
| Admin fee / account holder | $169 | $5,879-97.1% | $16,047-98.9% | $7,856-97.8% |