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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 | $86,050-78.7% | $189,758-90.4% | $94,015-80.5% |
| Participation rate | 33.3% | 68.9%-35.6pp | 79.8%-46.5pp | 70.8%-37.5pp |
| Annual return | 14.43% | 17.77%-3.3pp | 52.62%-38.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $490 | $2,819-82.6% | $4,767-89.7% | $2,790-82.4% |
| Participant deferral / active EE | $532 | $3,349-84.1% | $5,856-90.9% | $4,249-87.5% |
| Admin fee / account holder | $38 | $6,627-99.4% | $20,388-99.8% | $8,951-99.6% |