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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 | $52,956 | $63,365-16.4% | $91,994-42.4% | $72,975-27.4% |
| Participation rate | 11.1% | 72.5%-61.4pp | 78.6%-67.5pp | 69.5%-58.4pp |
| Annual return | 27.51% | 35.35%-7.8pp | 69.04%-41.5pp | 81.01%-53.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $378 | $4,883-92.3% | $5,924-93.6% | $3,608-89.5% |
| Admin fee / account holder | $22 | $4,670-99.5% | $7,744-99.7% | $5,124-99.6% |