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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 | $66,261 | $93,346-29.0% | $71,796-7.7% | $273,972-75.8% |
| Participation rate | 27.8% | 76.5%-48.8pp | 69.1%-41.3pp | 83.0%-55.2pp |
| Annual return | 7.93% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $388 | $2,733-85.8% | $1,924-79.9% | $4,869-92.0% |
| Participant deferral / active EE | $436 | $3,475-87.5% | $2,794-84.4% | $5,287-91.8% |
| Admin fee / account holder | $14 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |