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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 | $29,619 | $77,638-61.8% | $156,551-81.1% | $62,881-52.9% |
| Participation rate | 38.5% | 71.2%-32.7pp | 84.0%-45.5pp | 69.3%-30.8pp |
| Annual return | 5.59% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $613 | $3,444-82.2% | $5,501-88.9% | $2,281-73.1% |
| Participant deferral / active EE | $732 | $3,046-76.0% | $4,871-85.0% | $3,203-77.2% |
| Admin fee / account holder | $223 | $5,561-96.0% | $13,028-98.3% | $4,296-94.8% |