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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 | $53,454 | $91,167-41.4% | $178,498-70.1% | $79,858-33.1% |
| Participation rate | 5.0% | 69.2%-64.2pp | 81.9%-76.9pp | 69.6%-64.6pp |
| Annual return | 13.61% | 24.19%-10.6pp | 151.09%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $314 | $3,236-90.3% | $5,202-94.0% | $3,740-91.6% |
| Admin fee / account holder | $11 | $6,747-99.8% | $13,985-99.9% | $5,306-99.8% |