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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 | $13,085 | $45,050-71.0% | $63,018-79.2% | $70,126-81.3% |
| Participation rate | 36.0% | 69.5%-33.5pp | 74.8%-38.8pp | 69.5%-33.5pp |
| Annual return | 16.29% | 18.76%-2.5pp | 87.62%-71.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,280 | $2,052+11.1% | $2,761-17.4% | $2,343-2.6% |
| Participant deferral / active EE | $720 | $2,466-70.8% | $3,330-78.4% | $3,332-78.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |