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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 | $66,628 | $49,255+35.3% | $70,494-5.5% | $79,856-16.6% |
| Participation rate | 20.9% | 69.2%-48.2pp | 75.1%-54.1pp | 69.6%-48.7pp |
| Annual return | 10.25% | 30.10%-19.9pp | 109.16%-98.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $81 | $2,768-97.1% | $3,711-97.8% | $3,741-97.8% |
| Admin fee / account holder | $62 | $2,879-97.9% | $3,848-98.4% | $5,306-98.8% |