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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 | $17,973 | $73,848-75.7% | $143,799-87.5% | $68,486-73.8% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $576 | $3,184-81.9% | $4,952-88.4% | $2,597-77.8% |
| Participant deferral / active EE | $629 | $3,385-81.4% | $5,638-88.9% | $4,028-84.4% |
| Admin fee / account holder | $26 | $5,755-99.5% | $14,677-99.8% | $5,404-99.5% |