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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 | $25,460 | $65,027-60.8% | $90,970-72.0% | $79,852-68.1% |
| Participation rate | 18.2% | 61.6%-43.4pp | 69.0%-50.8pp | 69.6%-51.5pp |
| Annual return | 18.41% | 30.45%-12.0pp | 134.58%-116.2pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $986 | $2,512-60.8% | $3,373-70.8% | $3,740-73.7% |
| Admin fee / account holder | $17 | $4,535-99.6% | $5,960-99.7% | $5,306-99.7% |