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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 | $9,722 | $81,276-88.0% | $155,574-93.8% | $80,925-88.0% |
| Participation rate | 21.6% | 66.2%-44.6pp | 78.2%-56.6pp | 67.7%-46.0pp |
| Annual return | 14.40% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $426 | $3,103-86.3% | $4,676-90.9% | $2,756-84.6% |
| Participant deferral / active EE | $426 | $3,453-87.7% | $5,629-92.4% | $4,299-90.1% |
| Admin fee / account holder | $107 | $7,993-98.7% | $15,914-99.3% | $6,940-98.5% |