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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 | $78,690-56.5% | $161,489-78.8% | $87,485-60.9% |
| Participation rate | 12.0% | 67.5%-55.5pp | 78.7%-66.7pp | 68.9%-56.9pp |
| Annual return | 16.36% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $665 | $3,311-79.9% | $5,630-88.2% | $4,274-84.4% |
| Admin fee / account holder | $39 | $6,724-99.4% | $16,006-99.8% | $7,775-99.5% |