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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 | $10,740 | $81,276-86.8% | $155,574-93.1% | $80,925-86.7% |
| Participation rate | 33.7% | 66.2%-32.5pp | 78.2%-44.5pp | 67.7%-33.9pp |
| Annual return | 15.56% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $453 | $3,103-85.4% | $4,676-90.3% | $2,756-83.6% |
| Participant deferral / active EE | $816 | $3,453-76.4% | $5,629-85.5% | $4,299-81.0% |
| Admin fee / account holder | $97 | $7,993-98.8% | $15,914-99.4% | $6,940-98.6% |