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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 | $36,365 | $42,383-14.2% | $76,523-52.5% | $64,181-43.3% |
| Participation rate | 13.0% | 58.1%-45.1pp | 68.0%-55.0pp | 69.6%-56.5pp |
| Annual return | 9.28% | -16.54%+25.8pp | -0.27%+9.5pp | 7.63%+1.6pp |
| Employer contribution / active EE | $270 | $1,563-82.8% | $2,647-89.8% | $2,381-88.7% |
| Participant deferral / active EE | $539 | $2,566-79.0% | $3,835-85.9% | $3,470-84.5% |
| Admin fee / account holder | $22 | $3,198-99.3% | $4,848-99.5% | $4,887-99.5% |