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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 | $18,733 | $84,236-77.8% | $170,435-89.0% | $70,126-73.3% |
| Participation rate | 9.5% | 70.8%-61.4pp | 83.6%-74.1pp | 69.5%-60.1pp |
| Annual return | 14.60% | 23.06%-8.5pp | 205.94%-191.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $518 | $3,086-83.2% | $4,939-89.5% | $3,332-84.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |