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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 | $33,253 | $48,078-30.8% | $78,676-57.7% | $62,881-47.1% |
| Participation rate | 12.7% | 65.2%-52.5pp | 73.6%-60.8pp | 69.3%-56.6pp |
| Annual return | 8.17% | 31.36%-23.2pp | 62.19%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $333 | $2,587-87.1% | $3,517-90.5% | $3,203-89.6% |
| Admin fee / account holder | $269 | $3,206-91.6% | $4,510-94.0% | $4,296-93.7% |