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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 | $14,049 | $40,264-65.1% | $57,349-75.5% | $59,633-76.4% |
| Participation rate | 36.9% | 69.2%-32.2pp | 75.1%-38.2pp | 68.7%-31.7pp |
| Annual return | -0.81% | 27.51%-28.3pp | 24.40%-25.2pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $581 | $2,400-75.8% | $3,162-81.6% | $3,192-81.8% |
| Admin fee / account holder | $94 | $2,819-96.7% | $3,356-97.2% | $4,297-97.8% |