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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 | $64,021 | $52,678+21.5% | $75,784-15.5% | $59,633+7.4% |
| Participation rate | 28.7% | 67.2%-38.5pp | 75.8%-47.1pp | 68.7%-39.9pp |
| Annual return | -1.87% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $586 | $2,193-73.3% | $3,323-82.4% | $2,203-73.4% |
| Participant deferral / active EE | $744 | $2,591-71.3% | $3,652-79.6% | $3,192-76.7% |
| Admin fee / account holder | $279 | $3,610-92.3% | $5,300-94.7% | $4,297-93.5% |