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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 | $19,282 | $45,050-57.2% | $63,018-69.4% | $70,126-72.5% |
| Participation rate | 42.9% | 69.5%-26.7pp | 74.8%-31.9pp | 69.5%-26.7pp |
| Annual return | 11.84% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $620 | $2,466-74.9% | $3,330-81.4% | $3,332-81.4% |
| Admin fee / account holder | $271 | $2,834-90.5% | $3,601-92.5% | $4,645-94.2% |