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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 | $51,263 | $65,712-22.0% | $57,196-10.4% | $273,972-81.3% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 7.94% | 22.01%-14.1pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $314 | $3,782-91.7% | $3,096-89.9% | $5,287-94.1% |
| Admin fee / account holder | $61 | $4,838-98.7% | $3,141-98.1% | $10,133-99.4% |