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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 | $81,358-88.1% | $155,556-93.8% | $80,959-88.0% |
| Participation rate | 21.6% | 66.3%-44.6pp | 78.2%-56.6pp | 67.7%-46.0pp |
| Annual return | 14.40% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $426 | $3,106-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $426 | $3,455-87.7% | $5,631-92.4% | $4,300-90.1% |
| Admin fee / account holder | $107 | $7,994-98.7% | $15,885-99.3% | $6,925-98.5% |