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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 | $20,287 | $91,198-77.8% | $178,503-88.6% | $79,856-74.6% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 18.29% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $416 | $3,257-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $676 | $3,237-79.1% | $5,202-87.0% | $3,741-81.9% |
| Admin fee / account holder | $244 | $6,748-96.4% | $13,987-98.3% | $5,306-95.4% |