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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 | $22,849 | $52,306-56.3% | $69,779-67.3% | $62,881-63.7% |
| Participation rate | 57.7% | 67.2%-9.5pp | 71.8%-14.1pp | 69.3%-11.6pp |
| Annual return | 6.50% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $778 | $2,395-67.5% | $2,931-73.5% | $3,203-75.7% |
| Admin fee / account holder | $255 | $3,691-93.1% | $4,381-94.2% | $4,296-94.1% |