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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 | $26,618 | $117,426-77.3% | $99,470-73.2% | $152,885-82.6% |
| Participation rate | 28.6% | 77.5%-49.0pp | 73.8%-45.3pp | 82.5%-53.9pp |
| Annual return | 16.92% | 31.87%-15.0pp | 30.72%-13.8pp | 345.39%-328.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $563 | $4,086-86.2% | $3,619-84.4% | $5,851-90.4% |
| Admin fee / account holder | $30 | $7,634-99.6% | $6,252-99.5% | $11,598-99.7% |