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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 | $20,389 | $64,359-68.3% | $90,161-77.4% | $70,126-70.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.59% | 28.13%-9.5pp | 34.89%-16.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $281 | $2,046-86.2% | $3,318-91.5% | $2,343-88.0% |
| Participant deferral / active EE | $945 | $4,389-78.5% | $5,287-82.1% | $3,332-71.6% |
| Admin fee / account holder | $17 | $3,945-99.6% | $5,943-99.7% | $4,645-99.6% |