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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 | $20,148 | $46,599-56.8% | $64,101-68.6% | $75,173-73.2% |
| Participation rate | 3.0% | 65.9%-62.9pp | 72.3%-69.3pp | 67.2%-64.2pp |
| Annual return | 17.63% | 26.06%-8.4pp | 33.72%-16.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $412 | $2,837-85.5% | $3,881-89.4% | $4,126-90.0% |
| Admin fee / account holder | $108 | $2,956-96.3% | $3,070-96.5% | $5,651-98.1% |