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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 | $34,237 | $76,407-55.2% | $150,298-77.2% | $82,448-58.5% |
| Participation rate | 12.0% | 66.4%-54.4pp | 77.8%-65.8pp | 68.1%-56.1pp |
| Annual return | 16.36% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $665 | $3,214-79.3% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $39 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |