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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 | $81,358-86.8% | $155,556-93.1% | $80,959-86.7% |
| Participation rate | 33.7% | 66.3%-32.5pp | 78.2%-44.5pp | 67.7%-33.9pp |
| Annual return | 15.56% | 33.39%-17.8pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $453 | $3,106-85.4% | $4,675-90.3% | $2,757-83.6% |
| Participant deferral / active EE | $816 | $3,455-76.4% | $5,631-85.5% | $4,300-81.0% |
| Admin fee / account holder | $97 | $7,994-98.8% | $15,885-99.4% | $6,925-98.6% |