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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 | $87,509 | $157,829-44.6% | $136,867-36.1% | $198,609-55.9% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 10.84% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $632 | $5,463-88.4% | $4,924-87.2% | $6,977-90.9% |
| Admin fee / account holder | $142 | $11,107-98.7% | $10,340-98.6% | $19,030-99.3% |