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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 | $14,738 | $49,249-70.1% | $70,476-79.1% | $79,852-81.5% |
| Participation rate | 49.1% | 69.2%-20.1pp | 75.1%-26.0pp | 69.6%-20.5pp |
| Annual return | 25.78% | 30.09%-4.3pp | 109.12%-83.3pp | 31.72%-5.9pp |
| Employer contribution / active EE | $720 | $2,100-65.7% | $2,738-73.7% | $2,471-70.8% |
| Participant deferral / active EE | $767 | $2,769-72.3% | $3,710-79.3% | $3,740-79.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |