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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 | $36,465 | $84,236-56.7% | $170,435-78.6% | $70,126-48.0% |
| Participation rate | 23.1% | 70.8%-47.8pp | 83.6%-60.5pp | 69.5%-46.5pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $488 | $3,387-85.6% | $5,432-91.0% | $2,343-79.2% |
| Participant deferral / active EE | $235 | $3,086-92.4% | $4,939-95.2% | $3,332-92.9% |
| Admin fee / account holder | $48 | $5,698-99.2% | $13,881-99.7% | $4,645-99.0% |