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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 | $101,322 | $76,834+31.9% | $108,359-6.5% | $87,485+15.8% |
| Participation rate | 12.9% | 61.7%-48.8pp | 70.1%-57.2pp | 68.9%-56.0pp |
| Annual return | 18.78% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $717 | $3,100-76.9% | $4,137-82.7% | $4,274-83.2% |
| Admin fee / account holder | $34 | $6,537-99.5% | $9,741-99.6% | $7,775-99.6% |