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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 | $32,991 | $71,873-54.1% | $86,698-61.9% | $68,490-51.8% |
| Participation rate | 8.6% | 72.2%-63.7pp | 76.6%-68.0pp | 67.9%-59.3pp |
| Annual return | 13.23% | 3.54%+9.7pp | 35.96%-22.7pp | -7.85%+21.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $271 | $3,779-92.8% | $4,656-94.2% | $4,028-93.3% |
| Admin fee / account holder | $20 | $6,110-99.7% | $7,492-99.7% | $5,403-99.6% |