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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 | $21,143 | $49,249-57.1% | $70,476-70.0% | $79,852-73.5% |
| Participation rate | 12.1% | 69.2%-57.0pp | 75.1%-62.9pp | 69.6%-57.5pp |
| Annual return | 23.10% | 30.09%-7.0pp | 109.12%-86.0pp | 31.72%-8.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $662 | $2,769-76.1% | $3,710-82.1% | $3,740-82.3% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |