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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 | $26,908 | $64,359-58.2% | $90,161-70.2% | $70,126-61.6% |
| Participation rate | 36.8% | 70.4%-33.6pp | 76.9%-40.0pp | 69.5%-32.7pp |
| Annual return | 15.57% | 28.13%-12.6pp | 34.89%-19.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $537 | $4,389-87.8% | $5,287-89.8% | $3,332-83.9% |
| Admin fee / account holder | $42 | $3,945-98.9% | $5,943-99.3% | $4,645-99.1% |