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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 | $14,257 | $81,331-82.5% | $155,534-90.8% | $80,935-82.4% |
| Participation rate | 29.4% | 66.3%-36.8pp | 78.2%-48.8pp | 67.7%-38.2pp |
| Annual return | 15.80% | 33.37%-17.6pp | 64.92%-49.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $461 | $3,105-85.1% | $4,675-90.1% | $2,757-83.3% |
| Participant deferral / active EE | $476 | $3,454-86.2% | $5,630-91.5% | $4,299-88.9% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |