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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 | $45,531 | $48,364-5.9% | $71,796-36.6% | $62,891-27.6% |
| Participation rate | 37.0% | 60.6%-23.6pp | 69.1%-32.1pp | 69.3%-32.3pp |
| Annual return | 10.32% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $587 | $2,091-71.9% | $2,794-79.0% | $3,203-81.7% |
| Admin fee / account holder | $109 | $3,771-97.1% | $4,815-97.7% | $4,296-97.5% |