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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 | $45,289 | $56,287-19.5% | $80,977-44.1% | $62,881-28.0% |
| Participation rate | 32.4% | 68.9%-36.5pp | 75.8%-43.4pp | 69.3%-36.9pp |
| Annual return | 6.82% | 22.13%-15.3pp | 17.11%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,242 | $4,196-70.4% | $5,696-78.2% | $3,203-61.2% |
| Admin fee / account holder | $88 | $3,742-97.6% | $5,517-98.4% | $4,296-98.0% |