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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 | $31,587 | $71,480-55.8% | $90,782-65.2% | $64,181-50.8% |
| Participation rate | 40.0% | 77.6%-37.6pp | 82.7%-42.7pp | 69.6%-29.6pp |
| Annual return | 4.59% | -4.25%+8.8pp | -3.42%+8.0pp | 7.63%-3.0pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $460 | $4,302-89.3% | $5,366-91.4% | $3,470-86.7% |
| Admin fee / account holder | $203 | $6,309-96.8% | $5,908-96.6% | $4,887-95.8% |