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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 | $13,612 | $77,449-82.4% | $69,483-80.4% | $152,909-91.1% |
| Participation rate | 54.5% | 78.1%-23.5pp | 74.6%-20.1pp | 82.5%-27.9pp |
| Annual return | 14.27% | 39.09%-24.8pp | 28.99%-14.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $756 | $3,316-77.2% | $2,780-72.8% | $4,764-84.1% |
| Participant deferral / active EE | $569 | $4,415-87.1% | $3,537-83.9% | $5,851-90.3% |
| Admin fee / account holder | $20 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |