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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 | $25,549 | $81,276-68.6% | $155,574-83.6% | $80,925-68.4% |
| Participation rate | 30.2% | 66.2%-36.0pp | 78.2%-48.0pp | 67.7%-37.4pp |
| Annual return | 16.03% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $791 | $3,453-77.1% | $5,629-85.9% | $4,299-81.6% |
| Admin fee / account holder | $287 | $7,993-96.4% | $15,914-98.2% | $6,940-95.9% |