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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 | $40,132 | $70,486-43.1% | $100,528-60.1% | $79,852-49.7% |
| Participation rate | 6.3% | 73.6%-67.4pp | 79.4%-73.2pp | 69.6%-63.4pp |
| Annual return | 16.69% | 21.90%-5.2pp | 30.90%-14.2pp | 31.72%-15.0pp |
| Employer contribution / active EE | $254 | $2,165-88.3% | $3,419-92.6% | $2,471-89.7% |
| Participant deferral / active EE | $371 | $5,182-92.8% | $6,271-94.1% | $3,740-90.1% |
| Admin fee / account holder | $18 | $4,480-99.6% | $8,084-99.8% | $5,306-99.7% |