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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 | $46,367 | $84,233-45.0% | $170,436-72.8% | $70,131-33.9% |
| Participation rate | 30.4% | 70.8%-40.5pp | 83.6%-53.2pp | 69.5%-39.2pp |
| Annual return | 21.96% | 23.06%-1.1pp | 205.94%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $529 | $3,387-84.4% | $5,433-90.3% | $2,342-77.4% |
| Participant deferral / active EE | $724 | $3,086-76.5% | $4,939-85.3% | $3,332-78.3% |
| Admin fee / account holder | $24 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |