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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 | $37,093 | $77,816-52.3% | $123,552-70.0% | $64,173-42.2% |
| Participation rate | 13.6% | 74.7%-61.2pp | 82.3%-68.7pp | 69.6%-56.0pp |
| Annual return | 6.82% | 12.49%-5.7pp | 119.20%-112.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $195 | $5,240-96.3% | $6,426-97.0% | $3,470-94.4% |
| Admin fee / account holder | $202 | $5,519-96.3% | $9,285-97.8% | $4,887-95.9% |