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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 | $10,081 | $45,312-77.8% | $86,233-88.3% | $67,986-85.2% |
| Participation rate | 14.9% | 42.4%-27.5pp | 69.0%-54.1pp | 57.2%-42.3pp |
| Annual return | 17.69% | 24.79%-7.1pp | 61.39%-43.7pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $298 | $2,185-86.3% | $4,559-93.5% | $3,358-91.1% |
| Admin fee / account holder | $288 | $3,295-91.3% | $8,342-96.5% | $3,203-91.0% |