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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 | $15,847 | $91,179-82.6% | $178,499-91.1% | $79,852-80.2% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.0pp | 69.6%-27.7pp |
| Annual return | 18.43% | 24.19%-5.8pp | 151.10%-132.7pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,144 | $3,256-64.9% | $5,011-77.2% | $2,471-53.7% |
| Participant deferral / active EE | $96 | $3,236-97.0% | $5,202-98.2% | $3,740-97.4% |
| Admin fee / account holder | $10 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |