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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 | $60,234 | $45,087+33.6% | $69,483-13.3% | $72,976-17.5% |
| Participation rate | 20.9% | 68.5%-47.5pp | 74.6%-53.7pp | 69.5%-48.6pp |
| Annual return | 9.42% | 22.67%-13.2pp | 28.99%-19.6pp | 81.02%-71.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $449 | $2,603-82.8% | $3,537-87.3% | $3,608-87.6% |
| Admin fee / account holder | $260 | $3,057-91.5% | $3,841-93.2% | $5,124-94.9% |