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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 | $12,745 | $57,119-77.7% | $85,187-85.0% | $80,935-84.3% |
| Participation rate | 37.9% | 56.4%-18.5pp | 67.5%-29.6pp | 67.7%-29.7pp |
| Annual return | 12.67% | 21.70%-9.0pp | 66.67%-54.0pp | 35.66%-23.0pp |
| Employer contribution / active EE | $318 | $1,802-82.3% | $2,732-88.4% | $2,757-88.5% |
| Participant deferral / active EE | $579 | $3,115-81.4% | $4,525-87.2% | $4,299-86.5% |
| Admin fee / account holder | $65 | $4,990-98.7% | $6,162-98.9% | $6,924-99.1% |