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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 | $28,771 | $93,345-69.2% | $119,126-75.8% | $87,485-67.1% |
| Participation rate | 23.7% | 68.7%-45.0pp | 75.8%-52.0pp | 68.9%-45.2pp |
| Annual return | 19.62% | 19.08%+0.5pp | 282.11%-262.5pp | 26.06%-6.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $938 | $4,099-77.1% | $5,318-82.4% | $4,274-78.0% |
| Admin fee / account holder | $223 | $8,039-97.2% | $10,693-97.9% | $7,775-97.1% |