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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 | $18,721 | $91,179-79.5% | $178,499-89.5% | $79,852-76.6% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 11.71% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $569 | $3,256-82.5% | $5,011-88.6% | $2,471-77.0% |
| Participant deferral / active EE | $662 | $3,236-79.5% | $5,202-87.3% | $3,740-82.3% |
| Admin fee / account holder | $218 | $6,749-96.8% | $13,986-98.4% | $5,306-95.9% |