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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 | $40,222 | $78,015-48.4% | $178,505-77.5% | $80,959-50.3% |
| Participation rate | 11.1% | 65.7%-54.6pp | 77.1%-66.0pp | 67.7%-56.6pp |
| Annual return | 14.76% | 18.10%-3.3pp | 27.16%-12.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $583 | $2,281-74.5% | $3,955-85.3% | $2,757-78.9% |
| Participant deferral / active EE | $1,126 | $4,406-74.4% | $6,280-82.1% | $4,300-73.8% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |