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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 | $18,064 | $77,814-76.8% | $158,223-88.6% | $86,983-79.2% |
| Participation rate | 12.8% | 68.4%-55.6pp | 79.2%-66.4pp | 69.5%-56.7pp |
| Annual return | 22.43% | 30.54%-8.1pp | 52.09%-29.7pp | 25.83%-3.4pp |
| Employer contribution / active EE | $282 | $2,592-89.1% | $4,109-93.1% | $2,584-89.1% |
| Participant deferral / active EE | $489 | $3,270-85.0% | $5,467-91.1% | $4,194-88.3% |
| Admin fee / account holder | $82 | $5,879-98.6% | $16,047-99.5% | $7,856-99.0% |