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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 | $18,311 | $78,690-76.7% | $161,489-88.7% | $87,485-79.1% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 14.43% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $490 | $2,588-81.1% | $4,268-88.5% | $2,596-81.1% |
| Participant deferral / active EE | $532 | $3,311-83.9% | $5,630-90.6% | $4,274-87.6% |
| Admin fee / account holder | $38 | $6,724-99.4% | $16,006-99.8% | $7,775-99.5% |