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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 | $47,185 | $45,050+4.7% | $63,018-25.1% | $70,126-32.7% |
| Participation rate | 21.6% | 69.5%-47.9pp | 74.8%-53.2pp | 69.5%-47.9pp |
| Annual return | 15.00% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $564 | $2,466-77.1% | $3,330-83.1% | $3,332-83.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |