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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 | $77,962-48.4% | $178,540-77.5% | $80,935-50.3% |
| Participation rate | 11.1% | 65.7%-54.6pp | 77.1%-66.0pp | 67.7%-56.6pp |
| Annual return | 14.76% | 18.10%-3.3pp | 27.15%-12.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $583 | $2,280-74.4% | $3,953-85.3% | $2,757-78.9% |
| Participant deferral / active EE | $1,126 | $4,404-74.4% | $6,281-82.1% | $4,299-73.8% |
| Admin fee / account holder | $0 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |