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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 | $27,956 | $77,920-64.1% | $149,723-81.3% | $75,177-62.8% |
| Participation rate | 43.7% | 65.6%-21.9pp | 78.8%-35.1pp | 67.2%-23.5pp |
| Annual return | 13.88% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $2,006 | $3,138-36.1% | $4,821-58.4% | $2,671-24.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $208 | $5,951-96.5% | $13,215-98.4% | $5,651-96.3% |