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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 | $12,802 | $76,407-83.2% | $150,298-91.5% | $82,448-84.5% |
| Participation rate | 25.7% | 66.4%-40.7pp | 77.8%-52.0pp | 68.1%-42.4pp |
| Annual return | 17.40% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $390 | $2,614-85.1% | $4,154-90.6% | $2,551-84.7% |
| Participant deferral / active EE | $390 | $3,214-87.9% | $5,453-92.8% | $4,139-90.6% |
| Admin fee / account holder | $263 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |