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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 | $43,747 | $58,828-25.6% | $78,002-43.9% | $62,881-30.4% |
| Participation rate | 47.5% | 71.1%-23.6pp | 75.5%-28.1pp | 69.3%-21.8pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,453 | $1,672+106.5% | $2,470+39.8% | $2,281+51.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |