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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 | $28,894 | $84,236-65.7% | $170,435-83.0% | $70,126-58.8% |
| Participation rate | 26.7% | 70.8%-44.2pp | 83.6%-56.9pp | 69.5%-42.9pp |
| Annual return | 15.35% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $504 | $3,086-83.7% | $4,939-89.8% | $3,332-84.9% |
| Admin fee / account holder | $297 | $5,698-94.8% | $13,881-97.9% | $4,645-93.6% |