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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 | $21,953 | $117,895-81.4% | $102,460-78.6% | $145,897-85.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.20% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,090 | $3,619-69.9% | $3,025-64.0% | $4,663-76.6% |
| Participant deferral / active EE | $1,302 | $5,736-77.3% | $5,056-74.2% | $6,689-80.5% |
| Admin fee / account holder | $119 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |