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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 | $19,175 | $54,757-65.0% | $90,304-78.8% | $72,975-73.7% |
| Participation rate | 17.4% | 65.2%-47.8pp | 73.3%-55.9pp | 69.5%-52.1pp |
| Annual return | 18.26% | 30.63%-12.4pp | 78.13%-59.9pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $401 | $2,887-86.1% | $3,885-89.7% | $3,608-88.9% |
| Admin fee / account holder | $292 | $3,973-92.6% | $5,354-94.5% | $5,124-94.3% |