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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 | $14,319 | $43,338-67.0% | $59,887-76.1% | $64,173-77.7% |
| Participation rate | 25.0% | 69.2%-44.2pp | 74.7%-49.7pp | 69.6%-44.6pp |
| Annual return | 11.54% | -1.55%+13.1pp | 3.46%+8.1pp | 7.63%+3.9pp |
| Employer contribution / active EE | $365 | $2,030-82.0% | $2,722-86.6% | $2,381-84.7% |
| Participant deferral / active EE | $550 | $2,547-78.4% | $3,402-83.8% | $3,470-84.1% |
| Admin fee / account holder | $5 | $3,007-99.8% | $3,591-99.9% | $4,887-99.9% |